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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2002-09-18 |
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 |
|---|---|---|---|---|
| National Life Of Vermont | Hunt Valley | MD | 09/1994 | Present |
| Equity Services, Inc. | Hunt Valley | MD | 12/1994 | Present |
*123 COLLEGE.COM.NOT INV REL.1701 W. HILLSBORO BLVD #303, DEERFIELD BEACH FL, 33442COLLEGE PLANNING.COLLEGE ADVISOR.5/2009-PRES.5-10HRS/MO.NOT DUR TRD HRS.GIVING SEMINARS IN COLLEGE PLANNING AND WORKING WITH PARENTS IN PLANNING FOR & PAYING FOR COLLEGE EXPENSES*WORTHINGTON FINANCIAL PARTNERS.9515 DEERECO ROAD, SUITE 700, TIMONIUM, MD 21093.INV REL.INS SALES.AGENT.01/2010-PRES.DUR TRD HRS. INSURANCE AGENT*STRATEGIC PLANNING SERVICES, LLC, 9515 DEERECO ROAD,SUITE 700, TIMONIUM, MD 21093, INV RELATED,COMPANY TO MANAGE OUTSIDE INS COMMISSIONS AND ALL BUSINESS EXPENSES, PRESIDENT/MANAGING MEMBER, 12/22/2015,1 HR/MTH,NOT DURING TRADE HRS, USE TO MANAGE THE FINANCES OF MY COMPANY*TEACHER'S PENSION, 9515 DEERECO RD, SUITE 700, TIMONIUM, MD, 21093, ONGOING, INV REL, 08/01/2025, INSURANCE, AGENT, WORKING ASSISTING TEACHERS WITH THEIR BENEFITS, DURING TRD/HRS, 5-10%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-26 |
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