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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-06-19 |
Branch Locations
9515 Deereco Road Suite 700, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 01/2015 | 05/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 05/2018 |
| Equity Service, Inc | Montpelier | VT | 06/2018 | Present |
| Worthington Financial Partners | Timonium | MD | 06/2018 | Present |
*WORTHINGTON FINANCIAL PARTNERS,9515 DEERCO RD,STE 700,TIMONIUM, MD 21093,INV REL,ONGOING,06/2018,INSURANCE,AGENT,DURING TRD/HRS, 40 HRS/WK*BOOTH BROKERAGE, 1127 NORTH AVE.STE 27-304,BURLINGTON,VT 05408,07/15/2019, ONGOING, INV REL, DURING TRD/HRS, INSURANCE, AGENT,50%*CRUMP LIFE INSURANCE, 9515 DEERECO RD STE 700, TIMONIUM, MD 21093,09/15/2019, INV REL, INSURANCE,AGENT DURING TRD/HRS,40 HRS/WK*PATRICIA ALMONY,9515 DEERECO RD STE 700, TIMONIUM,MD, INV REL,08/01/2019, ONGOING, MARKETING/CREATING WEBSITE,AGENT,PROVIDE INSURANCE SOLUTIONS TO CLIENTS,DURING TRD/HRS*PATTY ALMONY. 16405 MARKOE RD, MONKTON MD. AUG 2020. NOT INV REL. SALE OF CRAFT ITEMS, SCRAP BOOKING, STAMPING. OWNER. NO DUTIES, JOINED TO OBTAIN DISCOUNT ON PURCHASES. NOT DURING TRADE HRS*ELLIE MD, 16405 MARKOE RD, MONKTON, MD, 21111, ONGOING, NOT INV REL, 09/01/2025, BRAND PARTNER, PROVIDER OF SKIN CARE, VITAMINS AND WEIGHT LOSS, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-31 |
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