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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-12-05 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
2175 Point Blvd Suite 150, Elgin, IL 60123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 12/2022 |
| Equity Services Inc | Montpelier | VT | 12/2022 | Present |
| National Life Group | Chicago | IL | 12/2022 | Present |
*LAKESHORE FINANCIAL,2175 POINT BLVD,STE 150,ELGIN,IL 60123,12/01/2022,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,INV REL,40HRS/WK*NATIONAL LIFE.2175 POINT BLVD,STE 150,ELGIN,IL 60123,12/01/2022,ONGOING,INSURANCE,AGENT,ONGOING,INV REL,DURING TRD/HRS,40HRS/WK*WEYERS MCKEEVER FINANCIAL PARTNERS,2175 POINT BLVD,STE 150,ELGIN,IL 60123,INV REL,DURING TRD/HRS,INSURANCE,AGENT,12/01/2022,ONGOING,40 HRS/WK*MCCORMICK AT LAKESHORE FINANCIAL GROUP INC, 2175 POINT BLVD,STE 150,ELGIN,IL 60123 06/21/2024, ONGOING, NON INV REL, S CORP PRESIDENT, DURING TRD/HRS, 102 HRS WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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