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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-03 |
Branch Locations
20 Executive Park Suite 190, Irvine, CA 92614 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Newport Beach | CA | 02/2014 | 01/2018 |
| Mml Investors Services Llc | Newport Beach | CA | 08/2015 | 02/2017 |
| Mml Investors Services Llc | Newport Beach | CA | 08/2017 | 01/2018 |
| National Life Group | Irvine | CA | 02/2018 | Present |
| Equity Services, Inc. | Montpelier | VT | 11/2021 | Present |
*TRUE PATH FINANCIAL AND INSURANCE SERVICES. 20 EXECUTIVE PARK, SUITE 190, IRVINE, CA, 92614. INV REL. JAN 2022. FIXES INS. MANAGING DIRECTOR/PARTNER. RECRUIT, TRAIN, DEVELOP, PERSONAL PRODUCTION. DURING TRADE HRS*MOUNTAIN PEAK WEALTH SOLUTIONS LLC. 825 NE MULTNOMAH ST, #1150, PORTLAND OR 97202. JUNE 2024. INV REL.DBA FOR AGENCY MARKETING ONLY. AGENT OFFICE MARKETING. DURING TRADE HRS*THE NATIONAL ASSOCIATION OF WOMEN IN AI NON PROFIT, 18723 VIA PRINCESSA, SANTA CLARITA, CA, 91387, ONE TO TWO YEARS, NOT INV REL, 04/01/2026, BOARD MEMBER, NOT DURING TRD/HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-20 |
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