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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-01-14 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
Green Cove Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 05/2001 | Present |
STEPHEN O. ROBERTS, 4210 WILBANK AVE., GREEN COVE SPRINGS, FL 32043. INV REL. INS SALES. OWNER. 6/2001-PRES. 160 HRS/MO. DUR TRAD HRS. I AM AN AGENT FOR SEVERAL INS CO'S TO SELL LIFE, HEALTH, DIS, AND ANN.*NL FINANCIAL ALLIANCE, INV REL, COLCHESTER, VT, INS & ANN SALES, SALES ASSOC, 10/01/06-PRES, FULL TIME, DUR TRD HRS, AGENT FOR SEV COS SELLING LIFE INS, ANN, DI & LTC INS.*THE VERMONT AGENCY, YOUR FINANCIAL SOLUTIONS PARTNER, LLC, INV. REL., 4210 WILBANK AVE., GREEN COVE SPRINGS, FL 32043, INS. + ANN. SALES, AGENT, 5/08-PRES, FULL TIME, DUR. TRAD. HRS, AGENT FOR MULTIPLE COS SELLING LIFE INS., LTC, DI, + ANN.*SUNAPEE FINANCIAL STRATEGIES. 4210 WILBANK AVE., GREEN COVE SPRINGS, FL 32043INV REL. OWNER. 1/23/12. 10-20 HRS/MO. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
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