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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-29 |
Branch Locations
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 | 02/2026 | Present |
| National Life Group | Chicago | IL | 12/2025 | Present |
| Depauw University, Lake Forest College, New Trier High School | Greencastle | IN | 08/2016 | Present |
*LAKESHORE FINANCIAL GROUP,1 N. FRANKLIN STREET, SUITE 3450, CHICAGO, IL 60606, 02/12/2026, ONGOING, INV REL, DURING TRD/HR. INSURANCE, AGENT,40 HRS/WK*NATIONAL LIFE GROUP,1 N. FRANKLIN STREET, SUITE 3450, CHICAGO, IL 60606, 02/12/2026, ONGOING, INV REL, DURING TRD/HRS, INSURANCE, AGENT, 40 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-29 |
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