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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-12-20 |
Branch Locations
One National Life Drive, Montpelier, VT 05604 • United States
Lascassas, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 07/2014 | 06/2022 |
| Truist Investment Services, Inc. | Murfreesboro | TN | 06/2022 | 12/2023 |
| Truist Advisory Services, Inc. | Murfreesboro | TN | 06/2022 | 12/2023 |
| Equity Services Inc | Montpelier | VT | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-16 |
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