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 |
|---|---|---|---|
| VT | RA | APPROVED | 2024-08-21 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
100 Dorset Street Suite 14, South Burlington, VT 05403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vermont Agency | Colchester | VT | 10/2021 | Present |
| National Life | Montpelier | VT | 01/2018 | 10/2021 |
| Bankers Life And Casualty Company | Williston | VT | 03/2014 | 01/2018 |
| Equity Services, Inc. | Montpelier | VT | 12/2022 | Present |
*THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. INV REL. OCT 2021. DBA FOR SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *CLIENT CENTERED FINANCIAL. 100 DORSET ST, SUITE 14, SOUTH BURLINGTON VT. INV REL. SEPT 2023. SALES AGENT, SOLICITING NEW AND SERVICING CLIENTS FIXED ACCOUNTS. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
Reach out to this advisor