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 |
|---|---|---|---|
| GA | RA | APPROVED | 2012-01-06 |
| TX | RA | APPROVED | 2012-01-06 |
Branch Locations
190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Alpharetta | GA | 12/2003 | Present |
| Kaiser Permanente Insurance Co. | Atlanta | GA | 10/2004 | Present |
| Assurant Health | Duluth | GA | 10/2006 | Present |
| Blue Cross Blue Shield Of Ga | Atlanta | GA | 12/2011 | Present |
| Transamerica Financial Advisors, Inc | Alpharetta | GA | 01/2012 | Present |
| All Trust Realty Inc | Alpharetta | GA | 04/2013 | Present |
| Fuda Financial Inc | Cumming | GA | 01/2015 | Present |
| Humana | Louisville | KY | 01/2015 | Present |
| Fuxiao Su | Chicago | IL | 11/2018 | 11/2018 |
| Ambetter | Chicago | IL | 11/2018 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ALL TRUST REALTY INC, NON-INVESTMENT RELATED, 2475 NORTHWINDS PARKWAY, SUITE 200, ALPHARETTA, GA 30005, REAL ESTATE AGENCY, REALTOR, START 4/2013, 40 HRS/MO FUDA FINANCIAL INC; NOT INVESTMENT RELATED; 4625 POCO CT CUMMING, GA 30040; DESIGN FOR WFG/TFA BUSINESS. PASS THROUGH; OWNER; 01/2015; 0 HOURS/MONTH; OWNER HUMANA; NOT INVESTMENT RELATED; 500 W MAIN STREET, LOUISVILLE, KY 40202; HEALTH INSURANCE; AGENT; 01/2015; 16 HOURS/MONTH; SALE HEALTH INSURANCE AMBETTER/NO/200 EAST RANDOLPH STE 5020 CHIGAGO, IL 60601/HEALTH INSURANCE FOR ON EXCHANGE MARKET PLACE. PEACH STATE HEALTH PLAN/INSURANCE AGENT/11/12/2018/5/1/ASSIST HEALTH INSURANCE ENROLMENT DURING HEALTH INSURANCE ENROLLMENT PERIOD. ASSURANT HEALTH/no/DULUTH, GA/INSURANCE AGENT 10/06 PROVIDE HEALTH INSURANCE KAISER PERMANENTE INSURANCE CO/NO/ATLANTA GA/ BROKER 10/2004 MARKET HEALTH SERVICES Blue Cross Blue Shield of GA/no/3350 Peachtree Road, N.E. Peachtree GA 30326/Health insurance agent 12/2/2011-Health Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-15 |
Reach out to this advisor