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 |
|---|---|---|---|
| MD | RA | APPROVED | 2018-03-26 |
Branch Locations
9801 Washingtonian Blvd Suite 700, Gaithersburg, MD 20878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Rockville | MD | 06/2014 | Present |
| Wfgia | Rockville | MD | 10/2009 | Present |
| George Washington University | Washington | DC | 11/2011 | 12/2016 |
| United Healthcare | Lawrenceville | IL | 11/2014 | Present |
| Appraisal Star Inc. | Silver Spring | MD | 04/2017 | 09/2021 |
| Yanan University | Yanan | MD | 03/2020 | 09/2021 |
| Xiao Appraisal | Hanover | MD | 11/2021 | Present |
| Carefirst | Baltimore | MD | 11/2023 | Present |
| Kaiser Permanente | Linthicum | MD | 11/2023 | Present |
| Aetna Inc. | Hartford | CT | 11/2023 | Present |
| Cigna Corporation | Denver | CO | 03/2024 | Present |
| Anthem | Richmond | VA | 05/2024 | Present |
| Delta Dental | Mechanicsburg | PA | 01/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Carefirst | broker |health insurance | 11/01/2023 | 1501 South Clinton Street, Baltimore, MD 21224 | Not investment related Xiao AppraisalHanoverMarylandUnited StatesYesReal Estate Appraiser 11/2021PRESENT UNITED HEALTHCARE; 11/3/2014; YES RELATED; 712 11TH ST, LAWRENCEVILLE, IL 62439; BROKER; HEALTH INSURANCE SALES; 8 HRS/MO; O TRADING; I HAVE NOT DONE ANYTHING SO FAR. KAISER PERMANENTE POSITION: broker NATURE: Health Insurance Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2023 ADDRESS: 1000 Corporate Blvd, Linthicum MD 21090, United States DESCRIPTION: Sell health insurance on marketplace. AETNA INC. POSITION: agent NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2023 ADDRESS: 151 Farmington Avenue, Hartford CT 06156, United States DESCRIPTION: Sell health insurance CIGNA CORPORATION POSITION: agent NATURE: Agent for health insurance with Cigna INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2024 ADDRESS: 2000 S Colorado Blvd, Denver CO 80222, United States DESCRIPTION: Sell health insurance on marketplace exchange or off exchange. ANTHEM \ POSITION: broker NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 05/06/2024 \ ADDRESS: 2015 Staples Mill Rd, Richmond VA 23230 \ DESCRIPTION: Sell health insurance of Anthem on states marketplace and Healthcare.gov. DELTA DENTAL POSITION: dental insurance broker NATURE: dental insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2025 ADDRESS: P.O. Box 2105, Mechanicsburg PA 17055, United States DESCRIPTION: I will be a dental insurance broker. I will help people applying on states health marketplace or healthcare.gov. I may also help people to apply off exchange.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-08 |
Reach out to this advisor