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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-09-28 |
Branch Locations
1515 Mockingbird Lane Suite 800, Charlotte, NC 28209 • United States
416 N Congress Pkwy, Athens, TN 37303 • United States
Bon Aqua, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc | Montpelier | VT | 03/2014 | Present |
| National Life Group | Brentwood | TN | 03/2014 | Present |
*VARIOUS INSURANCE CARRIERS,100 JACOBS WAY, BON AQUA, TN 37025,INV REL, SELL INS AND FIXED ANNUITIES THROUGH VARIOUS CARRIERS,AGENT,CURRENTLY ENG,DURING TRADE HRS*SUMMIT ADVISORY GROUP, 100 JACOBS WAY, BON AQUA, TN 37025,INVESTMENT RELATED INSURANCE,SALE AND SERVICE OF INSURANCE PRODUCTS,REGISTERED REPRESENTATIVE,08/2014-CURRENT,50 + HRS/MTH,DURING TRADE HRS,I AM AN AGENT/BROKER FOR SERVERAL INS.COMPANIES TO SELL LIFE,DI,HEALTH,BUSINESS UNDER SUMMIT ADVISORY GROUP,NO INVESTMENT PRODUCTS WILL BE SOLD UNDER THIS DBA FIXED ONLY*JAMES E HARTER,100 JACOBS WAY,BONAQUA, TN 37025,11/01/2020,ONGOING,NOT INV REL,SUCCESSOR TRUSTEE ON PARENTS WILL,NOT DURING TRD/HRS,0%*JEFFCO FLOORING & SUPPLY; 831 FESLERS PKWY, NASHVILLE, TN 37210,10/01/2025,3 YRS,BOARD OF DIRECTOR,MEET Q/PER YR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-12 |
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