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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1999-03-05 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
300 Yorktown Plaza, Elkins Park, PA 19027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Elkins Park | PA | 09/1992 | Present |
| Equity Services, Inc. | Montpelier | VT | 11/1992 | Present |
*YORKTOWN FINANCIAL GROUP INC,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,ONGOING,INV. REL,INS,PARTNER,AGENT,7/07, 160 HRS/MO,DUR. TRD/HRS,SELL LIFE, HEALTH, DI, ANNUITIES, AND LTC WITH SEVERAL INS. COMPANIES*EVOLUTION FINANCIAL GROUP,300 YORKTOWN PLAZA,ELKINS PARK,PA 19027,INV REL,ONGOING,01/01/2018,INSURANCE, AGENT,25%,DURING TRD/HRS*OR AMI SYNAGOGUE,708 RIDGE PIKE,LAFAYETTE HILL,PA 19444,NOT INV REL,10/25/2018,ONGOING,MEMBER OF SPECIAL FUNDS COMMITTEE,ASSIST CHAIR AND OTHERS ON COMMITTEE ON APPROVING REQUESTS FOR WITHDRAWALS FROM ENDOWMENTS AND EDUCATE BOARD ON INVESTMENTS PERFORMANCE PROFESSIONALLY MANAGED BY OUTSIDE ADVISORS,NOT DUR TRD/HRS,3-3 HRS/YR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-28 |
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