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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-30 |
| ME | RA | APPROVED | 2024-09-05 |
Branch Locations
Pennington, NJ • 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 |
|---|---|---|---|---|
| Commercial Diver | Belle Chasse | LA | 07/2012 | 09/2025 |
| Gwn Securities | Palm Beach Gardens | FL | 10/2015 | 09/2024 |
| Madison Brokerage | Morristown | NJ | 10/2015 | 09/2024 |
| Equity Services, Inc | Montpelier | VT | 09/2024 | Present |
| Abmm Financial | Iselin | NJ | 10/2015 | 09/2024 |
| The Vermont Agency | Colchester | VT | 09/2024 | Present |
*THE VERMONT AGENCY. 354 MOUNVIEW DRIVE SUITE 200 COLCHESTER VT. INV REL. SEPT 2024. SALE AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-31 |
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