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1412 Walter Street, Bethlehem, PA 18015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-21 |
| TX | RA | APPROVED | 2023-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank/Investments | Radnor | PA | 07/2013 | 10/2018 |
| Pnc Investments Llc | Pittsburgh | PA | 07/2013 | 10/2018 |
| Unemployed | Phoenixville | PA | 10/2018 | 02/2019 |
| Evolution Financial Group/Equity Services Inc | Media | PA | 02/2019 | 02/2023 |
| Tiller Private Wealth, Inc. F/K/A Youngs Advisory Group, Inc. | Bethlehem | PA | 02/2023 | Present |
NAME OF OBA: NATIONAL LIFE GROUP; ADDRESS OF OBA: BETHLEHEM, PA 18015; NATURE: LIFE, HEALTH AND INSURANCE SALES; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: SENIOR WEALTH MANAGER DUTIES: PROVIDE REVIEW, ADVICE AND PLANNING FOR CLIENTS, PROVIDING QUOTES; START DATE: 01/28/2019; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-04-10 |
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