Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-23 |
| CA | RA | APPROVED | 2014-02-26 |
Branch Locations
20380 Town Center Lane Suite 210, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | San Jose | CA | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | San Jose | CA | 01/2012 | Present |
| Blue Shield Of California | Lodi | CA | 06/2013 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc BLUE SHIELD OF CALIFORNIA, NON-INVESTMENT RELATED, PO BOX 2630, LODI, CA 95241, HEALTH INSURANCE PLAN, AGENT, 6/3/2013, ONLY WHEN THERE IS A CUSTOMER, HEALTH AGENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-06 |
Reach out to this advisor