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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2007-03-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 12/2002 | Present |
NATIONAL LIFE, 354 MOUNTAIN VIEW DRIVE, SUITE 200, COLCHESTER VT 05446, INV REL. INS & ANN SALES. AGENT. 12/02-PRES. FULL-TIME. DUR TRAD HRS. INS SALES FOR NL & OTHER INS CO'S. *STARR BARNUM, NOT INV REL, BURLINGTON VT, PREPARE TAX RETURNS. TAX PREPARER. 02/06-PRES. 3-4 HRS/MO. DUR FEB. NOT DUR TRAD HRS. I PREPARE A FEW TAX RETURNS FOR FRIENDS & FAMILY. *STARR BARNUM V. INV REL. BURLINGTON, VT. INS SALES. SALES. 10/1/06-PRES. 200 HRS/MO. DUR TRAD HRS. AGENT FOR SEV INS CO'S TO SELL LIFE, DIS, & HEALTH INS. *THE VERMONT AGENCY, YOUR FINANCIAL SOLUTIONS PARTNER, INV. REL., IN COLCHESTER VT, INS. AND ANN. SALES, AGENT, 3/08-PRES., FULL TIME, DUR. TRAD. HRS, INS. AGENT FOR MULTIPLE COS SELLING LIFE INS., DI, LTC, AND ANNUITIES.*STARR BARNUM - CIRCLE OF WEALTH AND MONEYTRAX. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. NOT INV REL. DEC 2017. INSTRUCT OTHER LIFE INS AGENTS THE COW SOFTWARE AND PROCESS. TRAINER. DURING TRADE HRS. *HALCYON FINANCIAL PARTNERS. 354 MOUNTAIN VIEW DRIVE SUITE 200, COLCHESTER VT 05446. FEB 2019. INV REL. FINANCIAL SERVICES. PARTNER. FIXED FINANCIAL SERVICES. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-04-18 |
| S65 | Uniform Investment Adviser Law Examination | 2007-02-13 |
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