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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2004-06-22 |
Branch Locations
307 International Circle Ste 620, Hunt Valley, MD 21030 • United States
9515 Deereco Road Suite 700, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 06/2004 | Present |
*LAW OFFICES OF CRAIG BERMAN, LLC, LOCATED IN TIMONIUM, MD,SOLE MEMBER-ATTORNEY, ESTATE PLANNER, 09/99-PRES,150 HR/MO,DUR TRAD HRS*DEERECO FINANCIAL SERVICES LLC,INV REL,307 INTERNATIONAL CIRCLE,STE 620,HUNT VALLEY,MD 21030, INSURANCE, 09/99,150 HR/MO,DUR TRAD HRS, AGENT FOR SEVERAL INS CO TO SELL LIFE, DISABILITY AND LTC INS. I ALSO ADVISE CLIENTS AS TO INS PRODUCTS*WORTHINGTON FINANCIAL PARTNERS. INV REL. 307 INTERNATIONAL CIRCLE,STE 620,HUNT VALLEY,MD 21030,INSURANCE, AGENT,9/04/20 HRS/MO, DUR TRAD HRS, I AM AN AGENT FOR WORTHINGTON FINANCIAL PARTNERS-LICENSED LIFE, HEALTH, & ANN*HS FOUNDATION,INC,307 INTERNATIONAL CIRCLE, STE 630, HUNT VALLEY,MD 20130,01/01/2022,ONGOING,NOT INV REL,NOT DURING TRD/HRS,DIRECTOR,PRIVATE FOUNDATION FOR RECENTLY DECEASED INDIVDUAL ESTABLISHED BY HIS ESTATE, TO ACT AS DIRECTOR OF FOUNDATION CHARITABLE DISTRIBUTIONS,0%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-30 |
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