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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2020-09-14 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 07/2020 | Present |
| National Life Group | Montpelier | VT | 10/2019 | Present |
| National Life Group | Montpelier | VT | 05/2012 | 10/2019 |
*THE VERMONT AGENCY, 354 MOUNTAIN VIEW DRIVE, SUITE 200, COLCHESTER, VT 05446. INV REL. FIXED INSURANCE SALES/SERVICE, AGENT, 10/2019, DURING TRADE HRS. SALE AND SERVICE OF INSURANCE PRODUCTS. *GRACE FINANCIAL STRATEGIES LLC,354 MOUNTAIN VIEW DR.,SUTIE 200,COLCHESTER,VT 05446,02/23/2021,ONGOING,INV REL,INSURANCE,AGENT/FOUNDING PARTNER,DURING TRD/HRS,100%. *BLESSED SACRAMENT PARISH. 728 MOUNTAIN ROAD, STOWE VT. NOT INV REL. AUG 2022. VOLUNTEER ON PARISH FINANCE COMMITTEE. VOLUNTEER FINANCE COMMITTEE MEMBER. REVIEW BUDGE, EXPENSES, WORK WITH OTHER VOLUNTEERS TO FUNDRAISE FOR THE PARISH, AND APPROVE PROJECTS AS NEEDED. NOT DURING TRADE HRS. *STOWE YOUTH BASEBALL. NO SET LOCATION. OCT 2023. NOT INV REL. SERVE AS BOARD MEMBER FOR YOUTH BASEBALL ORGANIZATION. SECRETARY AND BOARD MEMBER. ORGANIZE BOARD MEETINGS, TAKE NOTES, SCHEDULE EVENTS, COORDINATE WITH TOWN OFFICES AN ADMINISTRATION OF PROGRAM. DURING SOME TRADE HRS. *SITEFORM STUDIO. 57 DEPOT ST STOWE VT. OCT 2024. NOT INV REL. SECONDARY SIGNER ON BUSINESS BANK ACCOUNT FOR HUSBAND. ADMIN BACK UP. BACKUP PERSON TO DEPOSIT INTO MY HUSBANDS BUSINESS ACCOUNT, HE IS A SOLE PROPRIETOR. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-14 |
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