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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-11 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Turnersville | NJ | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Turnersville | NJ | 11/2016 | 11/2017 |
| National Life Group | Media | PA | 11/2017 | Present |
| Equity Services Inc | Montpelier | VT | 11/2017 | Present |
*SHADOWBROOK HOME OWNERS ASSOCIATION;NOT INV REL;22 QUAIL HOLLOW DR.,SEWELL, NJ 08080;TREASURER;06/09/2016;5 HRS/MTH,DURING TRD/HRS*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 2,1400 N PROVIDENCE RD,SUITE 3007,MEDIA,PA 19063,INV REL,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,75%,I SELL LIFE,HEALTH,DI,LTC AND DO SO UNDER EVOLUTION FINANCIAL GROUP*EVOLUTION BROKERAGE,ROSETREE BUILDING2,1400 N PROVIDENCE RD., SUITE 3007,MEDIA,PA 19063,05/01/2020,ONGOING,RECRUITING INDEPENDENT AGENTS,MANAGING PARTNER,RECRUIT INDEPENDENT AGENTS,DURING TRD/HRS,INV REL,25%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-04-28 |
| S66 | Uniform Combined State Law Examination | 2002-12-23 |
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