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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-31 |
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 |
|---|---|---|---|---|
| Tfs Securities, Inc. | Lincroft | NJ | 05/2013 | 12/2016 |
| Lpl Financial, Llc | King Of Prussia | PA | 12/2016 | 10/2019 |
| National Life Group | Media | PA | 10/2019 | Present |
| Equity Services Inc | Monpelier | VT | 10/2019 | Present |
EVOLUTION FINANCIAL GROUP,INV REL,1400 N PROVIDENCE RD.,SUITE 3007,MEDIA PA 19063,INSURANCE,AGEN 10/2019,160+ DURING TRD/HRS,I AM A LICENSED AGENT SELLING LIFE,HEALTH,DISABILITY,LONG TERM CARE AND DO SO UNDER THE DBA OF EVOLUTION FINANCIAL GROUP*QUALIFIED PLAN CONSULTANTS,701 SUN VALLEY CT.,CHESTER SPRINGS, PA 19425,01/01/2008,ONGOING,PRESIDENT,THRID PARTY ADMINISTRATION AND ERISA CONSULTING,10-20 HRS PER YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-18 |
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