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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2004-01-22 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • 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 | Broomall | PA | 09/2002 | Present |
| Equity Services Inc | Montpelier | VT | 10/2002 | Present |
*ROBERT N. BOSWELL,INC.,6 SKYDANCE WAY, WEST CHESTER, PA, 19382,NOT INVESTMENT RELATED,S. CORP ESTABLISHED IN ORDER TO MAINTAIN SEPERATION OF PERSONAL AND BUSINESS BANKING AND RECORD KEEPING,PRESIDENT/OWNER, 01/01/2013,0 HRS/MO,NOT DUR TRADING HOURS. S CORP ONLY FOR RECORD KEEPING PURPOSES*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 2,1400 N PROVIDENCE RD.,SUITE 3007,MEDIA,PA 19063,01/01/2018,ONGOING,INV REL,INSURANCE,AGENT,75%,DURING TRD/HRS*AZENITH FINANCIAL GROUP,1400 N. PROVIDENCE RD,SUITE 3007, MEDIA,PA 19063,05/01/2023,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,PARTNER,100%*SWARTHMORE PRESBYTERIAN CHURCH (SPC), 727 HARVARD AVE, SWARTHMORE, PA, 19081, ONGOING, NOT INV REL, 08/01/2026, COMMITTEE MEMBER, INSPIRE, INCREASE AND OBTAIN ANNUAL FINANCIAL COMMITMENTS FOR ANNUAL PLEDGE GOAL, DURING TRD/HRS, 2 HRS MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-26 |
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