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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED_RES | 2024-03-04 |
| MA | RA | APPROVED | 2019-05-28 |
| DE | RA | APPROVED | 2019-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Lexington | MA | 05/2014 | Present |
| Wfgia | Lexington | MA | 02/2013 | Present |
| Dentsply International | Milford | DE | 11/2010 | 01/2022 |
| International Medical Group, Inc | Indianapolis | IN | 04/2018 | Present |
| Trawick International | Fairhope | AL | 06/2020 | Present |
| Linden Wealth Inc | Middletown | DE | 11/2023 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). INTERNATIONAL MEDICAL GROUP, INC Investment related: NO | INDIANAPOLIS IN | INDEPENDENT AGENT 04/2018 Linden Wealth Inc Investment related: NO | 248 Wickerberry Dr. Middleton DE 19709 515-231-9446 \ President 11/22/2023 | Administration of WFG business | This OBA is created for tax purposes only and may not be held out to the public as a co-brand Trawick International Investment related: NO | Fairhope AL | Independent Agent 06/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-23 |
Reach out to this advisor