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 | 2021-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Plano | TX | 05/2017 | Present |
| Wfgia | Plano | TX | 03/2017 | Present |
| Academy Sports & Outdoors | Plano | TX | 09/2016 | 03/2020 |
| Nor'KIrk Presbyterian Church | Carrollton | TX | 01/2017 | 01/2020 |
| Allison'S Autocare | Plano | TX | 01/2018 | 09/2019 |
| Netlaw | Louisville | KY | 04/2019 | Present |
| Revolt Health Care | Frisco | TX | 09/2020 | Present |
| New Era Life Insurance Co, Philadelphia Life Health Insurance | Houston | TX | 09/2020 | Present |
| Wealthwave | Johns Creek | GA | 05/2017 | Present |
| J.GRant Insurance | Plano | TX | 11/2023 | Present |
| Academy Sports & Outdoors | Lewisville | TX | 03/2024 | 07/2024 |
| Qrs Business Solutions | Plano | TX | 11/2024 | Present |
| Student Optimum Services | Glendale | CA | 09/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 11/2023PRESENTJ.Grant InsurancePlanoTexasUnited StatesYesOffice Administrator 05/2017PRESENTWealthWaveJohns CreekGeorgiaUnited StatesYesNA QRS BUSINESS SOLUTIONS POSITION: Assistant NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2024 ADDRESS: 730 E Park Blvd #104, Plano TX 75074, United States DESCRIPTION: Meet with individuals to gather and scan their tax documents, then forward them to the tax preparer. Print and obtain signatures on completed tax returns, them mail them to the I.R.S. STUDENT OPTIMUM SERVICES POSITION: Referral Partner NATURE: Student Loan Forgiveness INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2025 ADDRESS: 1160 N Central Ave, Glendale CA 91202, United States DESCRIPTION: Refer individuals that are paying down their student loans to see if they qualify to have their loans forgiven.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
Reach out to this advisor