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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2014-07-17 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • 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 |
|---|---|---|---|---|
| National Life Group | Montpelier | VT | 07/2014 | Present |
| Equity Services, Inc | Montpelier | VT | 07/2014 | Present |
THE VERMONT AGENCY, INV REL, 354 MOUNTAIN VIEW DRIVE, SUITE 200, COLCHESTER, VT 05446, INSURANCE SALES, AGENT, 7/15/2014, 120, 120, I SELL FIXED LIFE, DISABILITY AND LONG TERM CARE INSURANCE AND FIXED ANNUITIES FOR MULTIPLE COMPANIES UNDER THE DBA THE VERMONT AGENCY. *NEW ENGLAND RUGBY REFEREES SOCIETY. NO PHYSICAL LOCATION. SEPTEMBER 2017. FALL SEASON AND SOME OF SPRING. RUGBY REFEREE/OFFICIATE RUGBY GAMES. REFEREE. COORDINATE GAME START TIME, OFFICIATE GAME AND ENFORCE RULES, REPORT SCORING, KEEP TRACK OF TIME. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-30 |
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