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 | 2021-07-20 |
| NC | RA | APPROVED | 2020-12-15 |
| NJ | RA | APPROVED | 2020-08-11 |
| FL | RA | APPROVED | 2017-08-08 |
Branch Locations
901 N Lake Destiny Road Suite 120, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Maitland | FL | 02/2016 | Present |
| Wfgia | Maitland | FL | 02/2015 | Present |
| Tampa General Hospital | Tampa | FL | 02/2008 | 08/2017 |
| Amedisys Home Health Care | Baton Rouge | LA | 07/2020 | 10/2023 |
| Md Marketing And Consultant Llc | Port St. Luci | FL | 02/2016 | 02/2017 |
| Health Insurance | Lithia | FL | 01/2017 | 02/2017 |
| Health Central Hospital | Ocoee | FL | 08/2017 | 10/2023 |
| Kindred At Home | The Villages | FL | 01/2018 | 10/2023 |
| Rental Property | Lithia | FL | 06/2017 | Present |
| Dennis Realty Property Management | Lutz | FL | 09/2021 | 10/2023 |
| Heartland Institute Of Financial Education (Hife) | Greenwood Village | CO | 08/2015 | Present |
| Optimum Mobility Llc | Minneola | FL | 11/2019 | Present |
| Net Law Group Inc. | Louisville | KY | 03/2020 | 04/2025 |
| Education Encompassed | Knoxville | TN | 07/2020 | Present |
| National Association Of Registered Social Security Analysts | Melville | NY | 09/2021 | Present |
| Lspn Pro, Llc | Lindon | UT | 05/2022 | Present |
| Inhealth Md Alliance | Orlando | FL | 01/2023 | 10/2023 |
| World System Builders (Wsb) | Alviso | CA | 02/2023 | Present |
| Health Insurance | Orlando | FL | 01/2017 | Present |
| Kinetic Planning Llc | Minneola | FL | 08/2024 | Present |
| Inheritguard, Llc | Sheridan | WY | 02/2025 | Present |
| Business Network International | Charlotte | NC | 02/2026 | Present |
Sales Of Insurance Products & Non-Insurance Products, Part-Time or Full-Time, For Companies Affiliated with Transamerica Financial Advisors, Inc WORLD SYSTEM BUILDERS (WSB) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC| MARKETING | ALVISO, CA | 02/2023 | YES - INVESTMENT RELATED NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYTS | MELVILLE, NY | 09/2021 | YES- INVESTMENT RELATED | RSSA EDICATIONAL ENCOMPASSED | 7 /2020 | KNOXVILLE, TN | YES - INVESTMENT RELATED | CONSULTANT RENTAL PROPERTY | YES INVESTMENT RELATED | 6/2017 | LITHIA, FL | OWNER - RENTAL PROPERTIEIS LSPN Pro, LLC / 0522-prst / IR: N /100 N. State Street, Ste.B, Lindon, UT 84042 / Ind Rep/ estate planning services / LA: 2 / sec trading hrs.: 0 / client communications, 0921-prst / 68 south service road, ste100, Melville, NY 11747 / RSSA / consultant-analyst / hrwkmthly:12/sectrd: 1/ as a registered social security analyst (RSSA) providing education on issues related to social security, application process. heartland institute of financial education (HIFE)/IR: N: /college consultant/8.21.2015/8301 east prentice Ave, ste312, greenwood village, co 80111/HIFE college coaching program provides families with a coach that will guide them thru career planning, college admissions process & funding options thru scholarships & grants. /Hr mthly: 4/hours during sec trd:0 optimum mobility LLC / 1119 -Prt/ IR: N/address: 3072 Prince wood DR. Minneola, FL 34715/ position: physical therapist / nature of business: home health physical therapy/hrs. mth30/sec trading hrs.: 2/ duties: evaluate & treat patients in the home setting, develop plan based on patient's needs. HEALTH INSURANCE POSITION: Independent Agent NATURE: Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1802 N Alafaya Trail, Suite 120, Orlando FL 32826, United States DESCRIPTION: I contact potential customers and sell Health insurance plans to them. Approved with Limitations. KINETIC PLANNING LLC POSITION: President NATURE: Health Insurance Sales, Rental Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 08/03/2024 ADDRESS: 3072 Princewood Drive, Minneola FL 34715, United States DESCRIPTION: Health Insurance Sales: Provide education and service to clients looking to have coverage thru the Marketplace, Medicare Advantage solutions, Prescription drug coverage, Dental, Vision, Travel insurance and supplemental insurance plans. Rental Property Management: Manage the rental property that we own, collect rent, facilitate service calls if the property needs maintenance. If the lease is ended, prepare property and look for new tenants. INHERITGUARD, LLC POSITION: Not applicable/none NATURE: Providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2025 ADDRESS: 30 N Gould Street, Ste 41954, Sheridan WY 82801, United States DESCRIPTION: Client communications, follow up with client issues, provide education on estate planning issues, schedule appointments BUSINESS NETWORK INTERNATIONAL POSITION: Chapter Member NATURE: Referral Generation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2026 ADDRESS: 3430 Toringdon Way, Suite 300, Charlotte NC 28277, United States DESCRIPTION: Chapter Meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-12 |
Reach out to this advisor