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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-22 |
Branch Locations
20 Executive Park Suite 190, Irvine, CA 92614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 01/2012 | 12/2022 |
| The Prudential Insurance Company Of America | Ashland | OR | 12/2022 | 01/2024 |
| Pruco Securities, Llc | Ashland | OR | 12/2022 | 01/2024 |
| National Life Group | Ashland | OR | 04/2024 | 03/2026 |
| Equity Services Inc | Montpelier | VT | 04/2024 | Present |
| National Life Group | Ashland | OR | 03/2026 | Present |
*ALPINE FAMILY FINANCIAL LLC, 623 PRIM STREET, ASHLAND, OR, 97520, ONGOING, INV REL, 03/2026, INSURANCE, AGENT, FOUNDER AND PRESIDENT, DURING TRD/HRS, 100%*LOU MARTINEZ, 623 PRIM STREET, ASHLAND, OR, 97520, ONGOING, NOT INV REL, 11/01/2019, MUSICAN, NOT DURING TRD/HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-01 |
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