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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2013-07-01 |
| TX | RA | APPROVED | 2012-01-06 |
Branch Locations
5300 Hollister Suite 543 A, Houston, TX 77040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris County Mud 264 | Houston | TX | 04/1997 | Present |
| Wfg | Houston | TX | 06/2002 | Present |
| Prairie View A & M University | Prairie View | TX | 09/2007 | Present |
| Transamerica Financial Advisors, Inc | Houston | TX | 01/2012 | Present |
| Wealthwave | Johns Creek | GA | 01/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Harris County Municipal Utility District 264 / 0496-Present / Houston, TX / Director/ NA/ Hrs Work Monthly: 5% / Sec Trading Hrs: 0% / NA Prairie View A&M University/No/PO Box 519/Prairie View/TX77446/Higher education/Adjunct Instructor/09.01.2017/60/2/Teach a personal finance course titled Personal Financial Management and Planning. Topics covered are time value of money, personal financial statements, taxes, bank accounts, credit cards, installment loans, insurance (life, medical, property and liability), and investments. This is an introductory level so that students will basic knowledge of these topics. No specific items are recommended or included in the course.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-25 |
Reach out to this advisor