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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-09 |
Branch Locations
10472 Armstrong Street, Fairfax, VA 22030 • 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 |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 04/2020 | 09/2024 |
| Esi | Virginia Beach | VA | 10/2019 | 03/2020 |
| Comcast Business | Richmond | VA | 03/2018 | 10/2019 |
| Qlarion | Reston | VA | 08/2017 | 03/2018 |
| Hbp | Hagerstown | VA | 07/2016 | 08/2017 |
| Unemployed | Richmond | VA | 03/2020 | 03/2020 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 04/2021 | 09/2024 |
| National Life Group | Fairfax | VA | 09/2024 | Present |
| Equity Services Inc | Montpelier | VT | 09/2024 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 09/2024, INSURANCE, AGENT, DURING TRD/HRS, 100%*CAG TAX SERVICES LLC, 10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-12 |
Reach out to this advisor