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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-16 |
Branch Locations
One Trans Am Plaza, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Oakbrook Terrace | IL | 08/2025 | Present |
| World Financial Group, Inc. | Oakbrook Terrace | IL | 05/2024 | Present |
| Sirius Holdings Llc | Chicago | IL | 06/2014 | 08/2025 |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-02 |
Reach out to this advisor