Best Investors
Account
Sign in
Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-10 |
Branch Locations
One National Life Drive, Montpelier, VT 05604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2007 | 09/2019 |
| Tiaa | Charlotte | NC | 08/2007 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 09/2019 | 04/2022 |
| Equity Services Inc | Concord | NC | 05/2022 | Present |
*PAUL LAGRANGE,1590 FITZGERALD ST NW,CONCORD, NC 28077,ONGOING,INV REL,RENTAL,LANDLORD/OWNER,06/01/2025,NOT DURING TRD/HRS,0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
Reach out to this advisor