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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2018-01-16 |
Branch Locations
210 South St P. O. Box 4544, Bennington, VT 05201 • United States
110 Merchants Row Suite 212, Office 7, Rutland, VT 05701 • United States
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 |
|---|---|---|---|---|
| Simmons Financial Partners | Bennington | VT | 01/2018 | Present |
| Equity Services, Inc. | Montpelier | VT | 01/2018 | Present |
| People'S Securities | Bennington | VT | 09/2009 | 01/2018 |
*SIMMONS FINANCIAL PARTNERS LLC, 210 SOUTH ST., P.O. 4544, BENNINGTON,VT 05201, INV REL, 1/12/2018, MARKET AND SELL ACCOUNTING SERVICES AND FIXED INS PRODUCTS. OWNER . SUPERVISE EMPLOYEES, MAINTAIN BOOKS, FINANCIAL DECISION MAKING. 160/HRS/MTH,DURING TRD/HRS. *SFP TAX PREP,210 SOUTH ST., P.O. BOX 4544,BENNINGTON,VT 05201,INV REL,ONGOING,MANAGER,OVERSEE PREPARATION&FILING OF TAX RETURNS,DURING TRD/HRS,10%. *BENNINGTON RESCUE SQUAD. 120 MCKINLEY ST, BENNINGTON VT. NOT INV REL. FEB 2024. PROVIDE EMERGENCY SERVICES TO MEMBERS OF THE COMMUNITY. BOARD MEMBER. PROVIDE OVERSIGHT AND GUIDANCE TO THE ORGANIZATION REGARDING THEIR BUDGET AND FINANCES. DURING SOME TRADE HRS. *J&S WEALTH ADVISORS. 210 SOUTH ST, BENNINGTON VT AND 110 MERCHANTS ROW, RUTLAND VT. NOT INV REL. JAN 2025. PASS THROUGH ENTITY FOR MARKETING NON-REGISTERED BUSINESS. OWNER. CONSULTING ON AND PROVIDING GUIDANCE WITH NON-FINANCIAL SERVICES RELATED QUESTIONS. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-06 |
| S66 | Uniform Combined State Law Examination | 2003-05-23 |
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