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 |
|---|---|---|---|
| WV | RA | APPROVED | 2025-07-21 |
Branch Locations
420 Main Street Suite 4, Summersville, WV 26651 • United States
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2020 | 03/2024 |
| Enterprise Rent A Car | Princeton | WV | 02/2011 | 01/2020 |
| Modern Woodmen Of America | Rock Island | IL | 03/2024 | 07/2025 |
| Mwa Financial Services Inc. | Rock Island | IL | 03/2024 | 07/2025 |
| National Life Group | Summersville | WV | 07/2025 | Present |
| Equity Services Inc | Montpelier | VT | 07/2025 | Present |
*MOUNTAIN VIEW HOLDING LLC, 206 SOURWOOD LANE, CANVAS, WV, 26662, ONGOING, INV REL, CO-OWNER, ONGOING ADMIN AND ACCOUNTING SUPPORT, 07/2025, DURING TRD/HRS, 10%*CORNERSTONE ADVISOR GROUP LLC, 420 MAIN STREET, SUITE 4, SUMMERSVILLE, WV, 26651, ONGOING, INV REL, 07/2025, INSURANCE, AGENT, DURING TRD/HRS, 15%*NICHOLAS COUNTY YOUTH SOCCER, SUMMERSVILLE, WV, 26651, 06/2025, ONGOING, NOT INV REL, VOLUNTEER COACH, DURING TRD/HRS, 5%*CAG TAX SERVICES LLC, 420 MAIN STREET, SUITE 4, SUMMERSVILLE, WV, 26651, ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%*KING BROKERAGE OF VIRGINIA LLC, 420 MAIN STREET, SUITE 4, SUMMERSVILLE, WV, 26651, ONGOING, INV REL, 01/2026, INSURANCE, AGENT, WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE, DURING TRD/HRS, 5%*THE SOCIETY FOR FINANCIAL AWARENESS (SOFA), 420 MAIN STREET, SUITE 4, SUMMERSVILLE, WV, 26651, ONGOING, INV REL, 03/2026, MEMBER AND SPEAKER, EDUCATIONAL SEMINARS, DURING TRD/HRS, 5%*SUMMERSVILLE AREA CHAMBER OF COMMERCE, 400 N BROAD STREET, SUMMERSVILLE, WV, 26651, ONE YEAR, NOT INV REL, 02/2026, BOARD MEMBER, DURING TRD/HRS, 2%*SUMMERSVILLE ROTARY, 922 BROAD STREET, SUMMERSVILLE, WV, 26651, ONGOING, NOT INV REL, 07/01/2025, MEMBER, VOLUNTEER AND ATTEND MEETINGS, DURING TRD/HRS, 2%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-11 |
Reach out to this advisor