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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-05-26 |
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 |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 12/2025 | Present |
| M&T Bank | Middlebury | VT | 04/2024 | 04/2025 |
| Fire & Ice Restaurant | Middlebury | VT | 05/2022 | Present |
| Middlebury Fitness | Middlebury | VT | 09/2019 | 11/2024 |
| Vergennes Animal Hospital | Vergennes | VT | 05/2015 | 05/2022 |
| National Life | Vergennes | VT | 12/2025 | Present |
*LANDMARK FINANCIAL SERVICES. 11 MAIN STREET B 206 VERGENNES VT. INV REL. DEC 2025. SALES AND SERVICE OF FIXED PRODUCTS. AGENT. DURING TRADE HRS. *THE VERMONT AGENCY. 11 MAIN STREET B 206 VERGENNES VT. INV REL. DEC 2025. SALES AND SERVICE OF FIXED PRODUCTS. AGENT. DURING TRADE HRS. *FIRE AND ICE RESTAURANT AT 26 SEYMOUR STREET, MIDDLEBURY, VT 05753. SERVER. I HAVE WORKED HERE AS A SERVER SINCE MAY OF 2022 AND I WORK ANYWHERE FROM 20-30 HOURS PER WEEK. THIS JOB IS NOT INVESTMENT RELATED AND I DO NOT WORK HERE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-20 |
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