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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-01 |
Branch Locations
433 Plaza Real Suite 335, Boca Raton, FL 33432 • United States
10151 Deerwood Park Boulevard Building 300, Suite 235, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Services Group | Jacksonville | FL | 04/2016 | 02/2020 |
| Equity Services, Inc. | Montpelier | VT | 05/2016 | 02/2020 |
| Lakeview Capital Partners | Atlanta | GA | 02/2020 | 08/2021 |
| Sa Stone Wealth Management Inc. | Duval | FL | 08/2020 | 09/2021 |
| Contemporary Financial Planning | Jacksonville | FL | 06/2021 | 04/2023 |
| Equity Services, Inc. | Montpelier | VT | 04/2023 | Present |
| National Life Group | Jacksonville | FL | 04/2023 | Present |
*SAADIA SINDHU - INSURANCE SALES. 5011 GATE PARKWAY, BUILDING 100 - SUITE 200, JACKSONVILLE FL. INV REL. APRIL 2023. USING MY NAME FOR FIXED INS BUSINESS. AGENT. MANAGING CURRENT CLIENTS, MEETING PROSPECTIVE CLIENTS. DURING TRADE HRS. *SAS FINANCIAL. 9935 CHELSEA LAKE ROAD, JACKSONVILLE FL. INV REL. MARCH 2020. LLC SET UP FOR GETTING PAID THROUGH PREVIOUS FIRM. AGENT. SET UP TO GET PAID FROM PREVIOUS ADVISORY FIRM, WILL KEEP TO USE FOR MANAGED ACCOUNT FEES. DURING TRADE HRS. *RENTAL PROPERTY. 6940 NW 186TH STREET, APT 222, MIAMI FL. INV REL. 2010. RENTAL PROPERTY. OWNER WITH HUSBAND. OWNER/LANDLORD DUTIES. DURING SOME TRADE HRS. *RENTAL PROPERTY. 2921 SW 35TH PLACE, GAINESVILLE FL. INV REL. 2021. RENTAL PROPERTY. OWNER WITH HUSBAND. OWNER/LANDLORD DUTIES. DURING SOME TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-21 |
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