Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-09-18 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
1108 Barclay Blvd Suite C-D, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Marlton | NJ | 02/2014 | 10/2016 |
| Mutual Of Omaha Investor Services | Marlton | NJ | 02/2014 | 10/2016 |
| Axa Advisors Llc | New York | NY | 10/2016 | 08/2018 |
| Equity Services Inc | Montpelier | VT | 09/2018 | Present |
| National Life Group | Mt Laurel | NJ | 09/2018 | Present |
*EVOLUTION FINANCIAL GROUP,1108 BARCLAY BLVD,SUITE C-D,MARLTON,NJ 08053,09/01/2018,ONGOING,INSURANCE,AGENT,DUR TRD/HRS,75%*PROTECTION BLUE,1108 BARCLAY BLVD,SUITE C-D,MARLTON,NJ 08053,01/15/2020,ON GOING,457 PLANS TO MUNICIPATIES,POLICY,FIRST RESPONDERS,AGENT,DURING TRD/HRS,25%*EVOLUTION BROKERAGE,1108 BARCLAY BLVD,SUITE C-D,MARLTON,NJ 08053,05/01/2020,INV REL,DURING TRD/HRS,ONGOING,RECRUITING INDEPENDENT AGENTS,MANAGING PARTNER,8 HRS/WK*CUT COST 4 COLLEGE,1 GLEN LAKE DR,MEDFORD,NJ 08055,01/02/2022,ONGOING,PARTNER,PROVIDE PARENTS WITH ADVISE ON HOW TO PAY FOR COLLEGE,NOT INV REL,NOT DURING TRD/HRS,10 HRS/WK,FLAT FEE*INTEGRATED COMPANIES,3191 S VALLEY,STE 206, SALT LAKE CITY,UT 84109,03/15/2023,INV REL,DURING TRD/HRS,ONGOING,MARKETING ASSOCIATE,4 HRS/WK*BRIAN WEYMAN,1 GLEN LAKE DR., MEDFORD, NJ 08055, 08/25/2025, ONGOING COLLEGE FUNDING COACH,INV REL,DURING TRD/HRS,2 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-29 |
Reach out to this advisor