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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-09 |
| VT | RA | APPROVED | 2022-07-01 |
Branch Locations
Winston-Salem, NC • United States
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 03/2021 | 07/2022 |
| National Life Group | Montpelier | VT | 10/2019 | 03/2021 |
| Norwich University | Northfield | VT | 08/2017 | 12/2018 |
| Norwich University | Northfield | VT | 01/2016 | 05/2019 |
| Unemployed | Merlot | TX | 05/2016 | 08/2017 |
| Umemployed | Highland Village | TX | 05/2019 | 10/2019 |
| National Life Group | Red Bank | NJ | 06/2022 | Present |
| Equity Services Inc | Montpelier | VT | 08/2022 | Present |
*NORWICH UNIVERSITY - NORWICH GLOBAL INITIATIVE, 158 HARMOND DR, NORTHFIELD, VT 05663,03/13/2019, NOT INV REL, NOT DURING TRD/HRS,ONGOING, STUDENT AID FOR STUDYING ABROAD. TRUSTEE, SELECTING RECIPIENTS OF THE SCHOLARSHIP. *IMPERIUM HOLDINGS LLC, 4610 HANES LAKE DRIVE, WINSTON SALEM NC, INV RELATED, 40 HOURS/WEEK DURING TRD/HRS, ONGOING, OWNER, FINANCIAL ADVISORY S-CORP, THIS BUSINESS IS DIRECTLY RELATED TO MY AFFILIATION WITH ESI/NLG AS AN INVESTMENT ADVISOR. *AFTON FINANCIAL GROUP. 200 SCHULZ DR SUITE 125 RED BANK NJ. INV REL. AUG 2022. AGENT. FIXED INS SALES AND SERIVCES. DURING TRADE HRS. *INTEGRATED FINANCIAL CONCEPTS, LLC. 200 SCHULZ DR SUITE 125 RED BANK NJ. INV REL. INS SALES. SALES AGENT. MAY 2022. DURING TRADE HRS. *THE VT AGENCY. 4610 HANES LAKE DRIVE, WINSTON SALEM NC. AUG 2024. NOT INV REL. RECRUITMENT OF FIXED INS REPS. RECRUITER. RECRUIT FIXED LIFE AGENTS. DURING TRADE HRS. *NATIONAL LIFE GROUP. 4610 HANES LAKE DRIVE. AUG 2022. INV REL. FIXED INSURANCE. LIFE AGENT. FIXED LIFE INS SALES. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-24 |
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