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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-20 |
Branch Locations
75 Main Street, Occidental, CA 95465 • United States
20 Executive Park Suite 190, Irvine, CA 92614 • 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Pleasanton | CA | 12/2015 | 11/2023 |
| Thrivent Financial | Appleton | WI | 03/2016 | 11/2023 |
| Mass Mutual | Guerneville | CA | 01/2024 | 03/2024 |
| Principal Life Insurance Company | Guerneville | CA | 03/2024 | 10/2024 |
| Principal Securities Inc | Guerneville | CA | 03/2024 | 10/2024 |
| National Life Group | Guerneville | CA | 10/2024 | Present |
| Equity Services Inc | Montpelier | VT | 10/2024 | Present |
*TRUE PATH FINANCIAL, 75 MAIN STREET, OCCIDENTAL, CA, 95465, 10/2024, ONGOING, INSURANCE, AGENT, INV REL, DURING TRD/HRS, 100%*VIVIA STROME, 2200 LAGUNA ROAD, SANTA ROSA, CA, 95401, ONGOING, NOT INV REL, 08/01/2025, PARTNER IN PRESCHOOL, DURING TRD/HRS, 2 HRS WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-12 |
Reach out to this advisor