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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2008-01-04 |
Branch Locations
20410 Century Blvd Suite 208, Germantown, MD 20874 • United States
9515 Deereco Road Suite 715, Timonium, MD 21093 • United States
9515 Deereco Road Suite 700, Timonium, MD 21093 • United States
Cornerstone Accounting Solutions Inc 174 Klee Mill Road, Skyesville, MD 21784 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 06/2007 | Present |
| Worthington Financial Partners | Hunt Valley | MD | 01/2010 | Present |
*NATIONAL LIFE,9515 DEERECO ROAD,SUITE 715,TIMONIUM,MD,21093,160 HRS/MTH,AUGUST 2006,AGENT*WORTHINGTON FINANCIAL PARTNERS.9515 DEERECO ROAD,SUITE715,TIMONIUM,MD,21093,INV REL.INSURANCE.AGENT.DUR TRD HRS.40 HRS/WK*SORTINO FINANCIAL LLC,9515 DEERECO ROAD,SUTIE 715,TIMONIUM,MD 21093,01/22/2010,INS RELATED,PROVIDE INS ADVISE AND ADMIN OF PPWK INVOLVED,OWNER,09/01/2001,20 HRS/MTH,DURING TRD HRS*CYSTIC FIBROSIS FOUNDATION - MARYLAND CHAPTER,10626 YORK ROAD,SUITE A,COCKEYSVILLE MD 21030,NOT INV REL,ONGOING,3RD QTR OF YEAR,CHARITY ORGANIZATION WITH THE GOAL TO RAISE FUNDS,GENERAL BOARD MEMBER,CO-CHAIR,QTE MEETING AND EVENTS,-5 HRS/MTH,0,NOT DURING TRD/HRS*SORTINO FINANCIAL GROUP, 9515 DEERECO ROAD SUITE 715, TIMONIUM, MD, 21093, INV RELATED,ONGOING, INSURANCE, DIRECTOR OF OPERATIONS, 05/01/2016, 80 HRS/MTH, DURING TRADE HRS, I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL L, DI, H, LTC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-20 |
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