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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-29 |
Branch Locations
1515 Mockingbird Lane Suite 800, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Columbia | SC | 02/2015 | 01/2017 |
| Massachusetts Mutual Life Insurance Company | Columbia | SC | 02/2017 | 09/2018 |
| Mml Investors Services, Llc | Columbia | SC | 04/2017 | 09/2018 |
| Mutual Of Omaha Insurance | Columbia | SC | 09/2018 | 12/2023 |
| Mutual Of Omaha Investor Services | Columbia | SC | 09/2018 | 12/2023 |
| Equity Services Inc | Montpelier | VT | 01/2024 | Present |
| National Life Group | Charlotte | NC | 01/2024 | Present |
*AMERILIFE MARKETING GROUP,4503 CRAPE MYRTLE LN,COLUMBIA,SC 29206,01/02/2024,ONGOING,INV REL,DURING TRD/HRS,AGENT,INSURANCE,5 HRS/WK*STONE PRESS FINANCIAL GROUP,4503 CRAPE MYRTLE LN, COLUMBIA, SC 29206,01/2024,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT/MANAGING DIRECTOR,90%*INNOVISION WEALTH MANAGEMENT LLC, 4503 CAPE MYRTLE LN COLUMBIA SC 29206,01/15/2026,ONGOING,INV REL,DURING TRD HR,CO-OWNER,BUSINESS BRANDING, EDUCATIONAL CONTENT ADMIN PURPOSES ONLY,5%*COMPASS ROSE FINANCIAL GROUP, LLC, 4503 CRAPE MYRTLE LANE, COLUMBIA, SC 29206, 05/15/2026, ONGOING,OWNER,INV REL,DURING TRD/HRS, MARKETING/BRANDING,EDUCATIONAL,ADMINISTRATIVE,5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-07 |
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