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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-05 |
Branch Locations
190 Bluegrass Valley Pkwy., Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Alpharetta | GA | 04/2026 | Present |
| World Financial Group Insurance Agency | Alpharetta | GA | 03/2025 | Present |
| Siemens Corporation | Alpharetta | GA | 09/2002 | 01/2025 |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 11/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. World Financial Group Co-Brand (Non-Owner) is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency an insurance agency affiliate of Transamerica Financial Advisors, LLC. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION POSITION: Certified Financial Educator NATURE: Financial Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2025 ADDRESS: 8301 E. Prentice Ave, Suite 312, Greenwood Village CO 80111, United States DESCRIPTION: I will promote and provide financial education courses to businesses and other employer groups as a Heartland CFEd.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-22 |
Reach out to this advisor