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 |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-16 |
Branch Locations
25 Braintree Hill Office Park Suite 204-A, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Braintree | MA | 09/2020 | Present |
| Wfgia | Braintree | MA | 01/2017 | Present |
| Dsg - Uw | Lowell | MA | 02/2001 | 07/2020 |
| City Of Fall River - Port Authority | Fall River | MA | 07/2021 | Present |
| City Of Fall River-Housing Authority | River Fall | MA | 07/2021 | Present |
| Bishop Connolly High School | Fall River | MA | 01/2022 | 08/2023 |
| St. Stanislaus Parish | Fall River | MA | 01/2022 | Present |
| Coalition For Health Equity & Early Development | Marion | MA | 04/2024 | Present |
| Uber Technologies Inc. | San Francisco | CA | 06/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. St. Stanislaus Parish / 0122-Present / Investment Related: No / 36 Rockland Street Fall River, MA 02724 / Member Pastoral Council / Offer Direction / Hrs. Work Monthly: 2 / Sec Trading Hrs: 0/ Meet monthly to discuss the status and direction of the parish City of Fall River - Port Authority / 0721-present / Investment Related: No / One Government Center Fall River, MA 02722 / Board Member / Running of City Pier/ Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / No daily activities, monthly board meetings to discuss and approve management of city port/pier. City of Fall River-Housing Authority/ 0721-Present / Investment Related: No /85 Morgan Street River Fall, MA 02724 / Board of Commissioners / Board Member-Commissioner/Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / No Daily activities. Attend (1) board meeting per month. Approximately 1 hour in length COALITION FOR HEALTH EQUITY & EARLY DEVELOPMENT POSITION: Member of Local Advisory Council NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/08/2024 ADDRESS: 202 Spring Street, Marion MA 02738, United States DESCRIPTION: This does not require a daily commitment. As a member of the local advisory council, I will attend occasional meetings and offer advice in conjunction with other members of the advisory council to help the coalition move closer to fulfilling its mission in our local community. UBER TECHNOLOGIES INC. POSITION: Rideshare Driver NATURE: Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 111 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2026 ADDRESS: 1515 3rd Street, San Francisco CA 94158, United States DESCRIPTION: I plan to use Uber to supplement my income and drive during available parts of my day/week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-18 |
Reach out to this advisor