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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-14 |
Branch Locations
5256 S Mission Rd Ste 115, Bonsall, CA 92003 • United States
One National Life Drive, Montpelier, VT 05604 • United States
11988 El Camino Real Suite 320, San Diego, CA 92130 • 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 |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 09/2009 | 05/2023 |
| Nylife Securities Llc | New York | NY | 03/2010 | 05/2023 |
| Eagle Stratiegies Llc | Harrisburg | PA | 12/2015 | 05/2023 |
| Equity Services Inc | Montpelier | VT | 07/2023 | Present |
| National Life Group | Bonsall | CA | 06/2023 | Present |
*FALCON PG WEALTH MANAGEMENT AND INSURANCE SERVICES. 5256 S MISSION RD, SUITE 115, BONSALL, CA, 92003, INV REL. OCT 2023. FIXED INS SERVICES. OWNER/PRINCIPAL. SALES AND FINANCIAL SERVICES. DURING TRADE HRS*CAVALIER ASSOCIATES, 5256 S MISSION RD, SUITE 115, BONSALL, CA, 92003, ONGOING, INV REL, 10/01/2024, INSURANCE, AGENT, DURING TRD/HRS, 1%*FALCON PACIFIC GROUP LLC, 5256 S MISSION RD, SUITE 115, BONSALL, CA, 92003, ONGOING, INV REL, 07/31/2025, OWNER, LLC CREATED FOR TAX AND PAYROLL PURPOSES, DURING TRD/HRS*SEQUOIA LIFE NETWORK INSURANCE SERVICES, AEP, 11988 EL CAMINO REAL #320, SAN DIEGO, CA, 92130, ONGOING, INV REL, 08/01/2026, PRESIDENT, INSURANCE MARKETING, DURING TRD/HRS, 10%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-20 |
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