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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2020-11-04 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
Milford, DE • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Georgetown | DE | 05/2015 | 01/2018 |
| Massmutual | Georgetown | DE | 03/2015 | 01/2018 |
| Equity Services, Inc | Montpelier | VT | 02/2018 | Present |
| National Life Group | Milford | DE | 09/2017 | Present |
NAIFA DELAWARE,2688 MILFORD HARRINGTON HWY,MILFORD,DE 19963,07/01/2016,ONGOING,NOT INV REL,PRESIDENT,0%,NOT DURING TRD/HRS*EVOLUTION FINANCIAL GROUP,2688 MILFROD HARRINGTON HWY,MILFORD, DE 19963,INV REL,01/01/2018,ONGOING,INSURANCE,AGENT,I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE,DI AND HEALTH AND DO SO UNDER DBA EVOLUTION FINANCIAL GROUP,75%,DURING TRD/HRS*FIRST BAPTIST CHURCH OF MILFORD,6062 OLD SHAWNEE ROAD,MILFORD,DE 19963,06/08/2022,DEACON,MEMBER,NOT INV REL,NOT DURING TRD/HRS,0%*MILFORD CHRISTIAN SCHOOL,6062 OLD SHAWNEE ROAD,MILFORD, DE 19963,01/12/2023,ONE SEMESTER SCHOOL YR,JUNIOR & SENIOR HIGH TEACHER,NOT INV REL,DURING TRD/HRS,3 DAYS/WK*ERIC HEISHMAN,2688 MILFORD HARRINGTON HWY,MILFORD, DE 1996,12/20/2023,ONGOING,BUS DRIVER,FOR CHRISTIAN SCHOOL SPORT ACTIVITIES,NOT INV REL,NOT DURING TRD/HRS,2 DAYS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-23 |
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