Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-10-06 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
Greenville, SC • United States
1320 Main Street Suite 300, Columbia, SC 29201 • United States
503 S Main Street, Mauldin, SC 29662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 01/2015 | 04/2020 |
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2015 | 04/2020 |
| National Life Group | Roanoke | VA | 04/2020 | Present |
| Equity Services, Inc. | Montpelier | VT | 04/2020 | Present |
*NATIONAL FINANCIAL SERVICES, INC. 209 HURON WAY, GRRENVILLE, SC 29607. INV REL. AGENT. 04/14/2020. MULTI-LINE INSURANCE BROKERAGE. APPROX HRS PER MTH: 101-140 HRS. DURING TRD/HRS. INSURANCE LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY CLIENT ACCOUNTS*FAIRWAY FINANCIAL PARTNERS LLC,209HURON WAY, GREENVILLE SC 29607,04/14/2020,MULTI-LINE INSURANCE BROKERAGE,APPROX HRS PER MTH: 101-14- HRS,DURING TRADING HRS.SALES AND SERVICE OF IFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY CLIENT ACCOUNTS *WILLIAM A. KEENEY - RENTAL PROPERTY. 5801 NE GULFSTREAM WAY, UNIT 4909, STUART, FL 34996. INV REL. JULY 2021. RENTAL PROPERTY IN FL, ONE CONDO. OWNER. RENT PROPERTY AND PAY TAXES, FPL UTILITY AS WATERPOINTE REAL ESTATE MANAGED PROPERTY. DURING TRADE HRS*KEENEY FINANCIAL SERVICES LLC. 209 HURON WAY GREENVILLE SC 29607. INV REL. MARCH 2023. OPEN BUSINESS ACCOUNT FOR PAYMENT OF W2 AND 1099 INCOME. MEMBER/OWNER. ONLY MEMBER, NO VOTING, ACCOUNTING AND DISTRIBUTIONS TO SOLE MEMBER FROM BUSINESS ACCOUNT. DURING TRADE HRS*CORNERSTONE ADVISOR GROUP LLC, 209 HURON WAY, GREENVILLE, SC, 29607, ONGOING, INV REL, 01/05/2025, INSURANCE, AGENT, DURING TRD/HRS, 40 HRS*CAG TAX SERVICES LLC, 209 HURON WAY, GREENVILLE, SC, 29607, ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-29 |
Reach out to this advisor