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 |
|---|---|---|---|
| NC | RA | APPROVED | 2000-02-29 |
Branch Locations
1515 Mockingbird Lane Suite 800, Charlotte, NC 28209 • United States
511 Shepherd St. Ste 101-A, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Montpelier | VT | 06/1990 | Present |
| Equity Services, Inc. | Winston-Salem | NC | 02/1994 | Present |
*NORTH CAROLINA ASSN OF INS.& FIN ADVSRS, RALEIGH,NC.INV REL. STATE ASSN. VP.7/02-PRES. 5 HR/MO DUR TRD. CONDUCT BETWEEN STATE&LOCAL ASSC FOR ADVICE&INSIGHT*WITHOUT A CLUE, LLC. INV REL. REAL ESTATE OWNERSHIP AND MANAGEMENT. PARTNER. 11/2010-PRESENT. 1-2 HRS/MO. NOT DURING TRADE HRS. PROPERTY OWNER, LLC WAS CREATED STRICTLY TO PURCHASE PROPERTY*SPARK FINANCIAL LLC, 511 SHEPHERD ST, #101A, WINSTON SALEM, NC. INV REL. INS SALES. OWNER/PRESIDENTS. JULY 2013-CURRENT. 45+ HRS/MO. DURING TRADE HRS*THE BLOCK GROUP,511 SHEPHERD ST,SUITE 101A,WINSTON-SALEM,NC,27103,ONGOING,INV REL,12/18/23,HOLDING COMPANY TO RECEIVE ESI FEE INCOME, PRESIDENT,NOT DURING TRD/HRS,1 HR PER MONTH*NEW GEN PROPERTIES, LLC,511 SHEPHERD ST.,SUITE 102, WINSTON-SALEM,NC 27103,INV REL,DURING TRD/HRS,ONGOING, REAL ESTATE,RENT INDIVIDUAL OFFICES,OWNER,1 HR/DAY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-02 |
Reach out to this advisor