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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-01-14 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
300 Yorktown Plaza, Elkins Park, PA 19027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sd Associates | Philadelphia | PA | 01/2001 | Present |
| Equity Services, Inc. | Montpelier | VT | 09/2007 | Present |
| National Life Of Vermont | Montpelier | VT | 09/2007 | Present |
YORKTOWN FINANCIAL GROUP,INC. INV REL,300 ELKINS PARK,PA 19027,INS.SALES,REP,7/07 PRES.,ABOUT 50 HRS/MO,DUR. TRAD. HRS, LICENSED AGENT TO SELL VAR. INS. PRODUCTS *S&D YORKTOWN ASSOCIATES,INV REL,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,REAL ESTATE,MEMBER,2001-PRES,1 HR/MO,DUR. TRAD. HRS,PARTNER IN OWERSHIP OF RENTAL PROP*SD ASSOCIATES PC CPA,NOT INV. REL.,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027, ACCOUNTING,SHARE HOLDER, 1/01-PRES., 180 HRS/MO, DUR. TRAD. HRS,CPA WORKING DAILY ON ACCOUNTING MATTERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-01 |
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