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 | 2021-01-21 |
Branch Locations
20 Executive Park Suite 190, Irvine, CA 92614 • United States
One National Life Drive, Montpelier, VT 05604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Newport Beach | CA | 10/2015 | 08/2019 |
| Mml Investor Services | Newport Beach | CA | 01/2016 | 08/2019 |
| True Path Financial | Newport Beach | CA | 09/2019 | Present |
| Equity Services, Inc. | Montpelier | VT | 01/2021 | Present |
*TRUE PATH FINANCIAL. 1200 NEWPORT CENTER DR SUITE 270, NEWPORT BEACH CA. INV REL. SEPT 2019. FIXED INS SALES/SERVICE DBA. MANAGING DIRECTOR. MANAGEMENT OF AGENTS. DURING TRADE HRS*MOUNTAIN PEAK WEALTH SOLUTIONS LLC. 825 NE MULTNOMAH ST, #1150, PORTLAND OR 97202. JUNE 2024. INV REL.DBA FOR AGENCY MARKETING ONLY. AGENT OFFICE MARKETING. DURING TRADE HRS*DO WHAT YOU LOVE, 20 EXECUTIVE PARK, SUITE 190, IRVINE, CA, 92614, ONE YEAR, NOT INV REL, 11/01/2025, CO COMMITTEE HEAD, RAISING AWARENESS OF ALZHEIMERS, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-02 |
Reach out to this advisor