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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-12-10 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 11/2015 | Present |
| National Life Group | Media | PA | 11/2015 | Present |
*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 2,1400 N PROVIDENCE RD,SUITE 3007,MEDIA,PA 19063,1/01/2018,ONGOING,INV REL,INSURANCE,AGENT,I SELL LIFE,HEALTH,DI,AND LTC AND DO SO UNDER DBA EVOLUTION FINANCIAL GROUP,DURING TRD/HRS,75%*WILLIAM TRIPPLEY YOUTH DEVELOPMENT FOUNDATION,CHESTER,PA 19086,NOT INV REL,06/2018,2 YR/TERM,NON-PROFIT FOR AT-RISK YOUTH, ADVISORY BOARD MEMBER,NOT DURING TRD/HRS,2 HRS/MTH*NEAL REGINO FINANCIAL LLC,22 TASKER AVE,NORWOOD,PA 19074,11/15/2024,ONGOING,S CORP FOR TAX PURPOSES, OWNER, PASS THROUGH ENTITY FOR INSURANCE,INV REL,60 HRS/MTH,DURING TRD/HRS*INTEGRATED COMPANIES,3191 S VALLEY,STE 206,SALT LAKE CITY, UT 84109,03/15/2023,ONGOING,INV REL,MARKETING ASSOCIATE,DURING TRD/HRS,4 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-16 |
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