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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-13 |
Branch Locations
20 S Mercer St 2Nd Floor, New Castle, PA 16101 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Unemployed | Pittsburgh | PA | 01/2016 | 11/2016 |
| Axa Advisors, Llc | New York | NY | 11/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2016 | 01/2021 |
| Pruco Securities, Llc. | Canonsburg | PA | 02/2021 | 06/2023 |
| Prudential Insurance Company Of America | Canonburg | PA | 02/2021 | 06/2023 |
| Equity Services Inc | Pittsburgh | PA | 07/2023 | Present |
| National Life Group | New Castle | PA | 09/2023 | Present |
*KEITH R WELLS,20 S. MERCER STREET, 2ND FLOOR, NEW CASTLE, PA 16101,09/07/2023,ONGOING,INV REL, DURING TRD/HRS,INSURANCE,AGENT,25%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-13 |
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