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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
200 John James Audubon Suite 202, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Amherst | NY | 08/2021 | 11/2025 |
| Mass Mutual Life Insurance Company | Amherst | NY | 12/2020 | 11/2025 |
| University At Buffalo | Buffalo | NY | 09/2019 | 05/2020 |
| University At Buffalo | Buffalo | NY | 08/2019 | 05/2020 |
| University At Buffalo | Buffalo | NY | 09/2016 | 05/2020 |
| Unemployed | North Tonawanda | NY | 05/2020 | 11/2020 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2025 | 05/2026 |
| National Life Group | Amherst | NY | 05/2026 | Present |
| Equity Services, Inc. | Montpelier | VT | 06/2026 | Present |
*ODYSSEY FINANCIAL GROUP. 200 JOHN JAMES PKWY SUITE 202 AMHERST NY. INV REL. MAY 2026. DBA FOR FIXED INS BUSINESS. SALE AND SERVICE OF FIXED INS PRODUCTS.DURING TRADE HRS. *ODYSSEY WEALTH NETWORK. 200 JOHN JAMES AUDUBON, AMHERST NY. NOV 2025. INV REL. PASSIVE OWNERSHIP INTEREST IN DBA O.W.N. UNDERBELPOINTE RIA. NON-MANAGING MEMBER. PASSIVE OWNERSHIP AS NON-MANAGING MEMBER OF LLC. NO OPERATIONAL AUTH, RESPONSIBILITES, OR INVOLVEMENT IN DAYTO DAY DUTIES. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
Reach out to this advisor