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 | 2023-09-11 |
| NJ | RA | APPROVED | 2017-10-24 |
Branch Locations
181 New Road Suite 304 / 46, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Parsippany | NJ | 10/2017 | Present |
| Wfgia | Parsippany | NJ | 10/2011 | Present |
| Morgan Stanley Bank Usa | New York | NY | 09/2009 | 08/2017 |
| National Association Of Registered Social Security Analysts | Melville | NY | 10/2021 | Present |
| United Healthcare | Plainsboro | NJ | 08/2024 | Present |
| Cigna Healthinsurance | Plainsboro | NJ | 08/2024 | Present |
| Inheritguard, Llc | Sheridan | WY | 06/2026 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. National Association of Registered Social Security Analysts / 1021-Present / Investment Related: No / 68 South Service Rd, suite 100, Melville, NY 11747 / Registered Analyst / Registered Analyst / Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / Apply Software to review alternative claiming strategies of social security benefits for a family UNITED HEALTHCARE POSITION: Agent NATURE: Medicare advantage plan sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 11 Schalks Crossing Rd, #624, Plainsboro NJ 08536, United States DESCRIPTION: Helping clients with information and application related to Medicare Advantage plan CIGNA HEALTHINSURANCE POSITION: Agent NATURE: Medicare Advantage plans sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: 11 Schalks Crossing Rd, #624, Plainsboro NJ 08536, United States DESCRIPTION: Helping clients with application and understanding of Medicare advantage plans offered by Cigna INHERITGUARD, LLC POSITION: Referral member NATURE: Services for clients with estate planning needs INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/24/2026 ADDRESS: 30 N Gould Street, Ste 41954, Sheridan WY 81854, United States DESCRIPTION: Communication with clients, education on estate planning topics and schedule appointments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-24 |
Reach out to this advisor