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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-10-26 |
Branch Locations
One National Life Drive, Montpelier, VT 05604 • UNITED STATES
Brunswick, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essex Junction Town Board | Essex Junction | VT | 04/2010 | 07/2017 |
| Equity Services Inc | Montpelier | VT | 03/2014 | Present |
*ROLLING HILLS,6 KINGFISHER DRIVE, BRUNSWICK, MAINE,08/01/2024,ONGOING, INV REL,NOT DURING TRD/HRS,ASSISTANT IN MANAGMENT OF SALE OF PROPERTY WITH FATHER, SALE OF RESIDENTIAL LOTS FATHER OWNS,1%.*DANIEL HOUSE 6 KINGFISHER DRIVCE, BRUNSWICK, ME 04011,01/30/206,ONGOING,POA FOR UNCLE ROBERT JOHNSON, INV REL, DURING TRD/HRS,1%*DANIEL HOUSE,6 KINGFISHER DRIVE,BRUNSWICK, ME 04011, 02/03/2026, ONGOING,NOT INV REL,NOT DURING TRD/HRS,POA FOR DOMESTIC PARTNER, AMY ETZWEILER, 0%*DANIEL HOUSE, 6 KINGFISHER DRIVE, BRUNSWICK, ME 04011,02/03/2026, ONGOING, NOT INV REL, NOT DURING TRD/HRS, POA, PARENT TO WREN HOUSE,0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-10 |
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