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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
| FL | RA | APPROVED | 2016-12-21 |
Branch Locations
675 Third Avenue Suite 900, New York, NY 10017 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 04/2002 | Present |
| National Life Group | New York | NY | 03/2002 | Present |
*NL FINANCIAL ALLIANCE, 15309 TRINITY FALL WAY, BRADENTON, FL 34212 INV. REL, LOCATED IN NY, INSURANCE, AGENT, 03/04/2002-PRES, 40 HR/MO, DUR TRD HRS, I AM AN AGENT/BROKER FOR SEV LIFE INS COS TO SELL: LIFE, DISABILITY, HEALTH, AND ANNUITIES. ALL TRANSACTIONS GO THROUGH MY BRANCH OFFICE. *LEGATUS GROUP LLC, 15309 TRINITY FALL WAY, BRADENTON, FL 34212, INV REL, BRANDING ONLY, PRES/CEO FOUNDER, IMMEDIATELY, FULL TIME, DURING TRADE HRS*WEALTHBRIDGE FINANCIAL GROUP. 15309 TRINITY FALL WAY, BRADENTON, FL 34212, INV REL. INSURANCE SALES. SALES AGENT. FEB 2015-CURRENT. 160 HRS/MO. DURING TRADE HRS*FINANCIAL PERSPECTIVES. 15309 TRINITY FALL WAY, BRADENTON, FL 34212, NOT INV REL, DEC 2019, YOUTUBE CHANNEL, CREATOR/OWNER. POSTING WEEKLY APPROVED VIDEO ON THE CHANNEL SPEAKING ABOUT VARIOUS FINANCIAL TOPICS. DURING TRADE HRS*EXECUTIVE GUN, 15309 TRINITY FALL WAY, BRADENTON, FL 24212, LOCAL RANGES IN HILLSBOROUGH COUNTY, FL. NOT INV REL. FEB 2021. PISTOL INSTRUCTION AND CONCEALED CARRY CLASSES IN FLORIDA. CERTIFIED INSTRUCTOR,PISTOL INSTRUCTION THEORY AND SHOOTING SKILLS. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-15 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-20 |
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