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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-15 |
| CA | RA | APPROVED | 2021-02-22 |
Branch Locations
1460 North Lake Ave. Ste 104, Pasadena, CA 91104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Pasadena | CA | 11/2020 | Present |
| World Financial Group, Inc. | Pasadena | CA | 11/2014 | Present |
| Ihss | Los Angeles | CA | 04/2004 | Present |
| Rssa (National Association Of Registered Social Security Analyst | Melville | CA | 10/2021 | Present |
| Blue Shield Of Ca | Oakland | CA | 08/2021 | Present |
| Kaiser Permanente | Burbank | CA | 11/2021 | Present |
| Netlaw | Louisville | KY | 10/2023 | Present |
"Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Kaiser Permanente / 1121-Present / Investment Related: No / 3100 Thornton Ave. 3rd floor Burbank, CA 91206 / Health Insurance Agent / Health Insurance / Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / I may assist my clients with their health insurance needs with Kaiser Permanente. RSSA (National Association of Registered Social Security Analysts) /1021-Present / Investment Related: No / 68 S. Service Road Suite 100 Melville, CA 11747 / RSSA / Maximizing SS benefits / Hrs. Work Monthly: 4 / Sec Trading Hrs: 0 / I have passed the exam and have the designation as a Registered Social Security Analyst as of 10/12/2021. I will not be changing my clients for this service. I will not provide any tax advise to my clients. It will be used as a resource to clients Blue Shield of CA / 0821-Present / Investment Related: No / 601 12th Street Oakland, CA 94607 / Health Insurance Agent / Health Insurance / Hrs. Work Monthly: 4 / Sec Trading Hrs: 0 / Assisting clients with health insurance. IHSS/Investment Related - No/2707 S. Grand Ave. Los Angeles 90007/IHSS/care giver/04.2004/39/0/caregiver for my elderly parents. I help them with home care, doctors' appointments, and shopping NETLAW POSITION: Netlaw advisor NATURE: Will and living trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2023 ADDRESS: 12910 Shelbyville Road, Suite124, Louisville KY 40243, United States DESCRIPTION: I would be able to refer my clients who are seeking a platform to be able to do their revocable probate avoidance will and living trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-04 |
Reach out to this advisor