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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-01-06 |
Branch Locations
825 Ne Multnomah Street Suite 1150, Portland, OR 97232 • United States
One National Life Drive, Montpelier, VT 05604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 02/2019 | 12/2021 |
| Bateman Larkin Cpa | Tigard | OR | 08/2018 | 02/2019 |
| United States Commercial Service | Madrid | 05/2018 | 08/2018 | |
| Byu Independent Study | Provo | UT | 05/2016 | 04/2018 |
| Equity Services Inc | Montpelier | VT | 01/2022 | Present |
| National Life Group | Portland | OR | 01/2022 | Present |
*STEPHENS FINANCIAL GROUP,825 NE MULTNOMAH ST., SUITE 1150,PORTLAND,OR 97232,04/19/2022,INV REL,DURING TRD/HRS,ONGOING, AGENT,INSURANCE,40 HRS/WK. *SPENCER BATEMAN,825 NE MULTNOMAH ST, SUITE 1150,PORTLAND,OR 97232,04/19/2022,ONGOING,INV REL,DURING TRD/HRS,AGENT,INSURANCE,20%. *NORTH STAR WEALTH STRATEGIES,LLC, 825 NE MULTNOMAH STREET,SUITE 1150,PORTLAND, OR 97232,07/2022,ONGOING,DBA MARKETING NAME,AGENT,INV REL,DURING TRD/HRS,0%. *RICH KELLY FINANCIAL SERVICES. 825 NE MULTNOMAH STREET,SUITE 1150,PORTLAND, OR 97232. INV REL. SEPT 2025. DBA FOR MARKETING. PARTNER/AGENT. WORKING WITH RICH KELLY. DURING TRADE HRS. *TRUE PATH FINANCIAL PARTNERS. 825 NE MULTNOMAH STREET,SUITE 1150,PORTLAND, OR 97232. INV REL. JUNE 2026. DBA NAME FOR MARKETING ONLY. LISTED ON WEBSITE. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-10 |
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