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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-27 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
11039 Broadway Suite C, Crown Point, IN 46307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 10/2020 | 01/2026 |
| Western Southern Life | Mishawaka | IN | 10/2020 | 01/2026 |
| North Side Auto Parts | Elkhart | IN | 04/2020 | 10/2020 |
| Alco Tool Supply | Elkhart | IN | 06/2015 | 04/2020 |
| Equity Services Inc | Montpelier | VT | 01/2026 | Present |
| National Life Group | Crown Point | IN | 12/2025 | Present |
*TRUEWEALTH ADVISING GROUP, 11039 BROADWAY, SUITE C, CROWN POINT, IN 46307,01/08/2026,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,40 HRS/WK*NATIONAL LIFE,11039 BROADWAY, SUTIE C, CROWN POINT, IN 46307,01/08/2026,ONGOING, DURING TRD/HRS,INV REL, INSURANCE,AGENT,40 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-14 |
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