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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-30 |
Branch Locations
20 Executive Park Suite 190, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Irvine | CA | 06/2026 | Present |
| Equity Services Inc | Montpelier | VT | 06/2026 | Present |
| Morgan Stanley | Pasadena | CA | 02/2025 | 07/2025 |
| Self Employment | Irvine | CA | 04/2026 | 06/2026 |
| A Plus One Aacademy | Irvine | CA | 11/2025 | 03/2026 |
| Young Scholars | San Marino | CA | 03/2025 | 06/2025 |
| T&T Supermarket | Bellevue | CA | 01/2025 | 02/2025 |
| Unemployed | Irvine | CA | 08/2025 | 10/2025 |
| Unemployed | Seattle | WA | 01/2016 | 12/2024 |
*TRUE PATH FINANCIAL, 20 EXECUTIVE PARK, STE 190, IRVINE, CA, 92614, ONGOING, INV REL, 06/2026, INSURANCE, AGENT, DURING TRD/HRS, M-F 8-5.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-13 |
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