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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-24 |
Branch Locations
11039 Broadway Suite C, Crown Point, IN 46307 • United States
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 06/2025 | Present |
| National Life Group | Chicago | IL | 07/2024 | Present |
| Founders Mosaic Partnes | Indianapolis | IN | 08/2023 | 12/2023 |
| Taft Middle School | Crown Point | IN | 08/2014 | 08/2017 |
| Crown Point High School | Crown Point | IN | 08/2017 | 05/2021 |
| Lawn Ranger | Crown Point | IN | 05/2021 | 08/2021 |
| Depauw University | Greencastle | IN | 08/2021 | 05/2022 |
| The Skillman Corporation | Merrillville | IN | 05/2022 | 08/2022 |
| Depauw University | Greencastle | IN | 08/2022 | 05/2023 |
| The Skillman Corporation | Merillville | IN | 05/2023 | 08/2023 |
| Depauw University | Greencastle | IN | 01/2024 | 05/2024 |
| Lakeshore Financial Group | Chicago | IL | 07/2024 | 08/2024 |
| Depauw University | Greencastle | IN | 08/2024 | 05/2025 |
*NATIONAL LIFE,11039 BROADWAY, SUITE C, CROWN POINT, IN 46307,04/15/2025,ONGOING,INSURANCE, AGENT, INV REL,DURING TRD/HRS.40 HRS/WK*TRUEWEALTH ADVISING GROUP,11039 BROADWAY,SUITEC, CROWN PONT, IN 46307 04/16/205,INV REL,DURING TRD/HRS, INSURANCE,AGENT,40 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-17 |
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