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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-03 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Media | PA | 04/2025 | Present |
| Equity Services Inc | Montpelier | VT | 04/2025 | Present |
| Temple University | Philadelphia | PA | 08/2018 | 04/2025 |
| Unemployed | Philadelphia | PA | 06/2018 | 08/2018 |
| Art Institute Of Philadelphia | Philadelphia | PA | 08/2011 | 06/2018 |
*EVOLUTION FINANCIAL GROUP, 1400 N PROVIDENCE ROAD, SUITE 3007, MEDIA, PA, 19063, ONGOING, INV REL, 04/02/2025, INSURANCE, AGENT, DURING TRD/HRS, 75%*BRITMAN FINANCIAL LLC, 9948 SANDY RD, PHILADELPHIA, PA, 19115, ONGOING, INV REL, 04/2025, FIXED BUSINESS INSURANCE SALES, PRESIDENT, NOT DURING TRD/HRS, 0%*TEMPLE UNIVERSITY, 3223 N BROAD STREET, PHILADELPHIA, PA, 19140, ONGOING, NOT INV REL, 08/09/2018, EXECUTIVE ASST TO DEAN OF DENTAL SCHOOL, VARIOUS ADMIN DUTIES, DURING TRD/HRS, 75%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-07 |
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