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 | 2025-07-31 |
Branch Locations
200 John James Audubon Suite 202, Amherst, NY 14228 • United States
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Williamsville | NY | 06/2016 | 02/2019 |
| New York Life Insurance | Williamsville | NY | 04/2016 | 02/2019 |
| Eagle Strategies Llc | Williamsville | NY | 05/2018 | 02/2019 |
| Milestone Financial Strategies | Williamsville | NY | 07/2018 | 02/2019 |
| Mml Investors Services | Amherst | NY | 02/2019 | 07/2025 |
| Mass Mutual Life Insurance Company | Amherst | NY | 02/2019 | 07/2025 |
| Equity Services, Inc. | Montpelier | VT | 07/2025 | Present |
| National Life Group | Colchester | VT | 07/2025 | Present |
*NPA FINANCIAL. 200 JOHN JAMES AUDUBON PKWY AMHERST NY. JULY 2025. INV REL. SALE AND SERVICE OF FIXED INSURANCE PRODUCTS. MANAGING DIRECTOR. DURING TRADE HRS. *THE VERMONT AGENCY. 200 JOHN JAMES AUDUBON PKWY AMHERST NY. JULY 2025. INV REL. SALE AND SERVICE OF FIXED INSURANCE PRODUCTS. MANAGING DIRECTOR. DURING TRADE HRS. *ODYSSEY FINANCIAL GROUP. 200 JOHN JAMES AUDUBON, SUITE 202 AMHERST NY. INV REL. FEB 2026. SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-31 |
Reach out to this advisor