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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-28 |
Branch Locations
9515 Deereco Road Suite 700, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Securities, Llc | Tampa | FL | 07/2007 | 06/2020 |
| Wachovia Bank, N.A. | Tampa | FL | 07/2007 | 06/2020 |
| Wells Fargo Advisors Llc | Land O Lakes | FL | 05/2009 | 06/2020 |
| Pruco Securities, Llc. | Hunt Valley | MD | 06/2020 | 05/2023 |
| Prudential Insurance Company Of America | Hunt Valley | MD | 11/2020 | 05/2023 |
| Equity Services Inc | Montpelier | VT | 06/2023 | Present |
| National Life Group | Timonium | MD | 06/2023 | Present |
*WORTHINGTON FINANCIAL PARTNERS, 9515 DEERECO RD.,STE 700,TIMONIUM,MD 21093. MAY 2023. INV REL. LIFE INS SALES. AGENT. DURING TRD/HRS*MU RHO CHAPTER OF OMEGA PSI PHI FRATERNITY, 7420 TANYARD KNOLL LANE, GLEN BURNIE, MD, 21060, ONE YEAR, NON INV REL, 09/11/2024, BUDGET CHAIR, PRESENT FORMAL BUDGET TO CHAPTER EACH FISCAL YEAR, NOT DURING TRD/HRS, 0%*TEACHER'S PENSION, 9515 DEERECO RD, SUITE 700, TIMONIUM, MD, 21093, ONGOING, INV REL, 07/11/2025, INSURANCE, AGENT, WORKING ASSISTING TEACHERS WITH THEIR BENEFITS, DURING TRD/HRS, 33%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-07 |
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