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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-26 |
Branch Locations
21300 Victory Blvd. Suite 120A, Woodland Hills, CA 91367 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beach Chalet Brewery & Restuant | San Francisco | CA | 01/2016 | 06/2017 |
| Travel | Santa Cruz | CA | 03/2015 | 12/2017 |
| Sixteen Mile House | Millbrae | CA | 01/2018 | 07/2018 |
| Travel | Santa Cruz | CA | 07/2018 | 10/2018 |
| Jack O'NEill Restaurant & Lounge | Santa Cruz | CA | 10/2018 | 01/2019 |
| Enterprise Rental A Car | Campbell | CA | 01/2019 | 07/2020 |
| Pandasa Corp | Los Gatos | CA | 08/2020 | 03/2021 |
| Going.IO | San Fransico | CA | 03/2021 | 07/2021 |
| Cypress Health Institute | Santa Cruz | CA | 08/2021 | 07/2022 |
| Wfgia | Woodland Hills | CA | 01/2022 | Present |
| Transamerica Financial Advisors | Woodland Hills | CA | 05/2025 | Present |
| Darden Restaurants | Orlando | FL | 09/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. DARDEN RESTAURANTS POSITION: Server NATURE: Restaurant business INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2025 ADDRESS: 1000 Darden Center Drive, Orlando FL 32837, United States DESCRIPTION: Daily activities include preparing the restaurant for guests, serving tables by taking orders, delivery food and drinks, and maintaining guest satisfaction, and cleaning the serving stations to close my shift.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-09 |
Reach out to this advisor