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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2003-05-16 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 12/2002 | Present |
| National Life Of Vermont | Montpelier | VT | 12/2002 | Present |
*CONCEPT PARTNERS ALLIANCE LLC,INV REL, COLCHESTER,VT.INSUR+ANNUITY SALES.ASSOC, 5/06-PRES.FULL TIME,DUR TRAD HRS,AGENT FOR INS.COS TO SELL LIFE INS.DI,LTC, ANNUITIES+HEALTH INS.USING THE DBA NAME *MICHELLE P LAWRENCE,CPA,47 HILL RD,S HERO,VT 05486.NOT INV REL.TAX PREP.OWNER. 2003-PRES.2 HR/MO NOT DUR TRAD.PREP OF TAX RETURNS *MICHELLE AND ROBERT LAWRENCE.REAL ESTATE RENTAL.1091 WINDMILL PT RD ALBURGH VT 05440.PERIODIC REAL ESTATE RENTAL. INV REL. OWNER OF PROP.7/08-PRES.5 HRS MO.NOT DUR TRD HRS. PROPERTY IS JOINTLY OWNED WITH SPOUSE AND IS USED PERSONALLY AS A SECOND HOME AND RENTED TO UNRELATED PARTIES APPROX 10 WKS/YR *THE VERMONT AGENCY, INV REL, 354 MOUNTAIN VIEW DRIVE, SUITE 200, COLCHESTER, VT 05446. INSURANCE SALES, AGENT, 11/2002-PRES, 180 HRS/MO, DUR TRD HRS, I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE INS AND DO SO UNDER THE DBA OF THE VERMONT AGENCY. *MICHELLE P. LAWRENCE. NORTHWESTERN MEDICAL CENTER. FAIRFIELD STREET, ST ALBANS VT. INV REL. DEC 2018. MEMBER OF FINANCE COMMITTEE, SUB COMMITTEE. PARTICIPATE IN MEETINGS REGARDING INVESTMENT CHOICES FOR HOSPITAL FUNDS. NO VOTING POWER. DURING SOME TRADE HRS. *HALCYON FINANCIAL PARTNERS. 354 MOUNTAIN VIEW DRIVE SUITE 200, COLCHESTER VT 05446. FEB 2019. INV REL. FINANCIAL SERVICES. PARTNER. FIXED FINANCIAL SERVICES. DURING TRADE HRS. *DIOCESAN AUDIT COMMITTEE - VT CATHOLIC CHARITIES. 47 HILL RD, S. HERO VT. NOT INV REL. OCT 2022. MEMBER OF AUDIT COMMITTEE. ADVISORY TO BISHOP REGARDING FINANCIAL REPORTING. DURING SOME TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-09 |
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