Best Investors Account Sign in
Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-01-26
  • SC RA
    APPROVED
    Since 2021-01-26

Branch Locations

307 West Main Street Suite A, Lexington, SC 29072 • United States

1515 Mockingbird Lane Suite 800, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life And Casualty Company Columbia SC 11/2003 01/2021
Bankers Life Securities, Inc. Columbia SC 05/2016 01/2021
Equity Services Inc Montpelier VT 01/2021 Present
National Life Group Lexington SC 01/2021 Present
  • 11/2003 → 01/2021
    Bankers Life And Casualty Company
    Columbia, SC
  • 05/2016 → 01/2021
    Bankers Life Securities, Inc.
    Columbia, SC
  • 01/2021 → Present
    Montpelier, VT
  • 01/2021 → Present
    National Life Group
    Lexington, SC
Previous Registrations
Other Businesses

*RT BLAKE FINANCIAL GROUP, LLC,307 WEST MAIN STREET, SUITE A, LEXINGTON, SC 29072,1/31/2022,ONGOING,OWNER, NOT INV REL,DURING TRD/HRS,CORP TAX PURPOSES ONLY,AGY EXPENSES,100%*BUSINESS NETWORK INTERNATIONAL - BNI, 307 WEST MAIN STREET, SUITE A,LEXINGTON,SC 29072,LEAD SHARING GROUP,GENERAL MEMBER,ONGOING,10/01/2022,1HR/WK,INV REL,DURING TRD/HRS*BLAKE INSURANCE AND FINANCIAL GROUP, LLC,307 WEST MAIN STREET, SUITE A,LEXINGTON, SC 29072,10/02/2023,ONGOING,INV REL,DURING TRD/HRS,OWNER,MANAGING DIRECTOR,AGENT,INSURANCE,100%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-07
S63 Uniform Securities Agent State Law Examination 2007-10-01
  • S66 Uniform Combined State Law Examination
    2018-05-07
  • S63 Uniform Securities Agent State Law Examination
    2007-10-01
Other Names
  • Tom Blake
  • Robert Blake
  • R. Tom Blake

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lexington, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor