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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-06-22 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
11 Main Street Suite B206, Vergennes, VT 05491 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Counseling Service Of Addison County | Middlebury | VT | 08/2020 | 08/2021 |
| Moonlit Night Cafe | Ferrisburgh | VT | 06/2018 | 08/2020 |
| Landmark Financial | Vergennes | VT | 08/2021 | Present |
| Linden L.A.N.D Group | Hinesburg | VT | 06/2018 | 08/2018 |
| Mr. Ups Restaurant | Middlebury | VT | 06/2014 | 06/2018 |
| Equity Services, Inc. | Montpelier | VT | 01/2022 | Present |
*LANDMARK FINANCIAL SERVICES, 11 MAIN ST B206, VERGENNES, VT 05491. INV RELATED. SELLING FIXED INSURANCE AND ADMINISTRATIVE WORK. LICENSED LIFE AND HEALTH PRODUCER AND OFFICE ADMINISTRATOR. 8/1/2021. MY DUTIES INCLUDE HANDLING THE PHONE LINES, COMPLETING TASKS IN REGARD TO APPLICATIONS AND MAINTENANCE ON CURRENT ACCOUNTS. DURING TRADE HRS. *THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. INV REL. OCT 2021. DBA FOR SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *GREATER VERGENNES ROTARY. NO SET ADDRESS. NOT INV REL. JAN 2023. MEMBER. HELP FUNDRAISE CERTAIN ACTIVITIES, PARTICIPATE IN FOOD DRIVES, DECORATE THE PART, ETC. DURING SOME TRADE HRS. *AARON GAINES - SOCCER COACH. 50 MONKTON RD, VERGENNES VT. NOT INV REL. SEPT 2023. SOCCER COACH FOR ADDISON UNITED SOCCER - MENS. OVERSEEING PRACTICE AND GAMES OF MENS SOCCER IN THE ADDISON COUNTY AREA. DURING SOME TRADE HRS. *AARON GAINES. 11 MAIN ST, SUITE B206, VERGENNES VT. NOT INV REL. OCT 2023. HELPING PROSPECTS AND CLIENTS NAVIGATE THEIR STUDENT LOAN PAYMENTS AND MAXIMIZING EFFICIENCY ON PAYING THEM OFF. AGENT. HELP LOOK AT STUDENT LOAN DEBT DATA INFORMATION AND HELP CLIENTS NAVIGATE IF SIGNING UP FOR AN IDR WILL HELP. EDUCATE AND POTENTIALLY HELP MAKE RECOMMENDATIONS BASED ON CLIENTS FULL FINANCIAL PLAN WITH MONEY GUIDE PRO. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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