Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-12-10 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities | Plantation | FL | 07/2016 | 01/2018 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 03/2018 | 12/2018 |
| Equity Services Inc | Montpelier | VT | 12/2020 | Present |
| Colonial Life | Dublin | OH | 12/2018 | 08/2021 |
| Unemployeed | Plantation | FL | 01/2018 | 03/2018 |
| Kathleen Doucet | Columbus | OH | 12/2020 | Present |
*KATHLEEN DOUCET, 7973 RAVINE RUN LANE, COLUMBUS,OH 43235,11/23/2020, ONGOING, INSURANCE, AGENT,INV REL, DURING TRD/HRS, 20%. *KATHLEEN DOUCET LLC; 7073 RAVINE RUN LANE, COLUMBUS,OH 43235,11/2021,ONGOING,INV REL,LLC SET UP TP MANAGE EXPENSES&INCOME OF INSURANCE BUSINESS,PRESIDENT,DURING TRD/HRS,0% *LEADERSHIP WORTHINGTON, THOMAS WORTHINGTON H.S,300 W DUBLIN GRANVILLE RD,WORTHINGTON,OH 43085,11/2021,ONGOING,NOT INV REL,NOT DURING TRD/HRS,MENTORING PROGRAM,VOLUNTEER,WKLY,0% *EVOLUTION FINANCIAL GROUP,7973 RAVINE RUN LANCE COLUMBUS OH 43235,09/30/2021,ONGOING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,75%. *AFLAC. 7973 RAVINE RUN LANE, COLUMBUS OH. INV REL. DEC 2021. GROUP BENEFIT INS SALES. AGENT. SELL GROUP POLICIES TO BUSINESSES AND THEIR EMPLOYEES. DURING TRADE HRS*BIG BROTHERS BIG SISTERS,7973 RAVINE RUN LANE,COLUMBUS,OH 43235,07/09/2022,ONGLING,MENTORING,NOT INV REL,NOT DURING TRD/HRS,BIG SISTER,0%*KATHLEEN DOUCET,7343 WORTHINGTON GALENA RD,WORTHINGTON,COLUMBUS,OH,43235,ONGOING,NON INV REL,09/01/2024,VOLUNTEER AT THE BLOOM FREE STORE,TRANSLATING AND ASSISTING CUSTOMERS,NOT DURING TRD/HRS,0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-19 |
Reach out to this advisor