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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| MD | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2022-09-19 |
Branch Locations
2001 Palm Beach Lakes Blvd. Suite 414, West Palm Beach, FL 33409 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | West Palm Beach | FL | 06/2001 | Present |
| Transamerica Financial Advisors, Inc | West Palm Beach | FL | 01/2012 | Present |
| Cheverly Stem Education Center | Cheverly | MD | 01/2020 | 10/2020 |
| Rssa National Association Of Registered Social Security Analysts | Melville | NY | 10/2021 | Present |
| Legacyshield | Pointe Vedra Beach | FL | 09/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. RSSA National Association of Registered Social Security Analysts / 1021-Present / Investment Related: No / 68 South Service Road, Suite 100 Melville, NY 11747 /RSSA/ Social Security Education / Hrs. Work Monthly: 10 / Sec Trading Hrs: 1 / I do not have any daily responsibility however on occasion when I met someone who needs more information about Social Security I would use tools to help them . I may also conduct some group education about Social Security. LEGACYSHIELD POSITION: Associate NATURE: Estate Planning - Wills, Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/16/2022 ADDRESS: 830 A1A North suite 13-139, Pointe Vedra Beach FL 32082, United States DESCRIPTION: I would like to offer their estate plan packages to include the Trusts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-07 |
Reach out to this advisor