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 |
|---|---|---|---|
| NC | RA | APPROVED | 2012-02-03 |
| KY | RA | APPROVED | 2012-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Louisville | KY | 08/2003 | Present |
| Block Wealth Management Inc | Louisville | KY | 02/2011 | Present |
| Transamerica Financial Advisors, Inc | Louisville | KY | 01/2012 | Present |
| Netlaw Inc | Louisville | KY | 01/2019 | 11/2024 |
"Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." BLOCK WEALTH MANAGEMENT INC.|NOT INVESTMET RELATED|12910 SHELBYVILLE RD STE 103. LOUISVILLE, KY 40243.|SUB S CORP FOR TAXES|PRESEIDENT|02.01.2011|1 HR A MONTH| 0 HR DURING SECURITIES TRADING|IT'S ONLY USED ON OCCASION FOR TAXES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-05 |
Reach out to this advisor