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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-22 |
Branch Locations
1100 W, Shaw Ave Suite 138, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Fresno | CA | 07/2004 | Present |
| Nexstar | Fresno | CA | 08/2015 | 08/2024 |
| Transamerica Financial Advisors | Fresno | CA | 07/2025 | Present |
| Paramount | West Sacramento | CA | 08/2023 | Present |
| Rotary Club Of Fresno | Fresno | CA | 08/2026 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). PARAMOUNT INVESTMENT RELATED NO 2713 KOVR DR WEST SACAMENTO CA 95605 TELEVISION BROADCASTING AND ADVERTISING ON TV AND STREAMING SERVICES OF PARMOUNT - SALES MANAGER 08/2024 160 HRS AND 160 HRS LEAT A TEAM OF SALES EXECUTIVES TO SELL ADVEDRTISING FOR CBS BROADCASTING AND PARAMOUNT PLUS STREAMING SERVICES ROTARY CLUB OF FRESNO POSITION: Rotary Club Member / Volunteer NATURE: Civic/community service organization providing volunteer, charitable, and philanthropic support to local nonprofits and community programs. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2026 ADDRESS: 2231 Fresno St, Fresno CA 93721, United States DESCRIPTION: Attend Rotary meetings and participate in community service activities and volunteer events. Participate in committee meetings and discussions regarding local nonprofit organizations and community grant applications. Review information provided by nonprofit organizations, provide input during committee discussions, and assist with evaluating organizations for potential Rotary grant support. No sales, solicitation, or compensated activities are involved.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-19 |
Reach out to this advisor