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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-14 |
| IA | RA | APPROVED | 2023-12-11 |
| GA | RA | APPROVED | 2023-08-23 |
Branch Locations
6400 C St Sw, Cedar Rapids, IA 52499 • United States
Greenville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inttra, Inc. | Parsippany | NJ | 06/2017 | 08/2017 |
| High Point University | High Point | NC | 08/2017 | 08/2018 |
| Get Air Trampoline Park | High Point | NC | 01/2018 | 08/2018 |
| Transamerica Financial Advisors, Inc | Cedar Rapids | IA | 08/2023 | Present |
| Wfgia | Cedar Rapids | IA | 08/2023 | Present |
| Edward Jones | Travelers Rest | SC | 11/2018 | 11/2022 |
| Unemployed | Greenville | SC | 11/2022 | 08/2023 |
| Student | High Point | NC | 08/2013 | 08/2018 |
As employee of Transamerica Financial Advisors, may perform home office functions for other business units
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-19 |
Reach out to this advisor