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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-07-15 |
Branch Locations
11039 Broadway Suite C, Crown Point, IN 46307 • United States
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
Crown Point, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 06/2012 | 11/2018 |
| Bank Of America, N.A. | Chicago | IL | 01/2013 | 11/2018 |
| Edward Jones | St. Louis | MO | 11/2018 | 12/2018 |
| Equity Services Inc | Montpelier | VT | 07/2019 | Present |
| True Wealth Advising | Crown Point | IN | 07/2019 | Present |
| Michael Gordon | Winfield | IN | 12/2018 | 06/2019 |
TRUE WEALTH ADVISING GROUP,11039 BROADWAY,SUITE C,CROWN POINT,IN 46307,07/01/2019,ONGOING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,40+ HRS/WK*ESTHER MAE HENNING ESTATE,8986 DOUBLETREE DRIVE SOUTH, CROWN POINT, IN 46307,NOT INV REL,02/24/2020,EXECUTOR OF GRANDMOTHERS ESTATE,NOT DURING TRD/HRS,2%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-17 |
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