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 |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2022-09-23 |
Branch Locations
8875 W. Flamingo Rd. Suite 200, Las Vegas, NV 89147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 02/2021 | Present |
| Wfgia | Las Vegas | NV | 05/2013 | Present |
| Hunter Douglas | New York | NY | 01/2007 | 01/2017 |
| Net Law Group Inc. | Louisville | KY | 04/2022 | Present |
| Transamerica Employer Solutions | Cedar Rapids | IA | 10/2022 | Present |
| Lspn Pro, Llc | Lindon | UT | 12/2022 | Present |
| Teng V. Dante | Las Vegas | NV | 01/2023 | Present |
| Intuit | Mountain View | CA | 02/2024 | Present |
| Inherit Guard | Lindon | UT | 08/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Intuit | 02/2024 | Mountain View, CA | Tax Associate | Taxes | investment related Net Law Group Inc. / 0422 -Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Independent Agent / Online Estate Planning / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / No daily activities. Service is utilized upon as needed basis for potential clients. TRANSAMERICA EMPLOYER SOLUTIONS POSITION: Agent NATURE: Group/Employee Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2022 ADDRESS: 4333 Edgewood Rd NE, Cedar Rapids IA 52499, United States DESCRIPTION: Prospecting, contacting and enrolling potential clients (owners & employees) of small business for group supplemental health & disability insurance or group supplemental life insurance and other additional benefits offered. I expect this to go hand in hand with the current activities and responsibilities of what I am currently doing. LSPN PRO, LLC POSITION: Independent Representative NATURE: Bundled Professional Services including Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS:1 START DATE: 12/01/2022 ADDRESS: 100 N. State Street, Lindon UT 84042, United States DESCRIPTION: Client communications, marketing and referring potential clients. TENG V. DANTE POSITION: Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 4493 Weitzman Place, Las Vegas NV 89141, United States DESCRIPTION: Assist individuals in preparing their personal income taxes by collecting information and entering data and filing via tax software. INHERIT GUARD POSITION: Independent Representative NATURE: Bundled Professional Services including Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/16/2024 ADDRESS: 100 N. State Street, Lindon UT 84042, United States DESCRIPTION: Client communications, marketing and referring potential clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-11 |
Reach out to this advisor