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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-10-13 |
Branch Locations
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States
Cooper City, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palm Beach County Fire Rescue | West Palm Beach | FL | 11/1999 | Present |
| Innovative Financial Services Inc. | Cooper City | FL | 03/2010 | Present |
| Ameritas Investment Corp | Lincoln | NE | 07/2011 | 10/2017 |
| National Life | Hauppauge | NY | 10/2017 | Present |
| Equity Services, Inc. | Montpelier | VT | 10/2017 | Present |
*INNOVATIVE FINANCIAL SERVICES INC. 10400 SW 49TH PLACE, COOPER CITY, FL 33329; INV REL; LIFE INS SALES; PRESIDENT; 03/2010; 50% OF TIME, DURING TRADE HRS. *PALM BEACH COUNTY FIRE RESCUE; 405 PYKE RD WEST PALM BEACH, FL; NON-INV REL; FIRE RESCUE; DRIVER OPERATOR/PARAMEDIC; START DATE=11/1999; HRS/MO=192; TRADING HRS/MO=64; RESPOND TO EMERGENCY SITUATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-13 |
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