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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-09-28 |
| OR | RA | APPROVED | 2001-12-21 |
Branch Locations
One National Life Drive, Montpelier, VT 05604 • United States
201 3Rd Ave West, Kalispell, MT 59901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 12/1995 | Present |
| National Life Of Vermont | Portland | OR | 06/1993 | Present |
*MAITLAND FINANCIAL GROUP (MARKETING OF NAME), INV. REL., 201 3RD AVE WEST, KALISPELL, MT 59901. INS. OWNER, REGISTERED IN 2005-PRES.,0 HRS MO, 0 HRS DURING TRAD.HRS. *MOUNTAIN PEAK WEALTH SOLUTIONS. 201 3RD AVE WEST, KALISPELL, MT 59901. OCT 2018. INV REL.DBA FOR AGENCY. MANAGER. OFFICE OPERATIONS. FIXED INS SALES. DURING TRADE HRS. *SCOTT MAITLAND-RENTAL PROPERTY.15 FREEMAN CROSSING, SUNRIVER, OR 97707.DEC 2019.INV REL. RENTAL PROPERTY.OWNER. NOT DURING TRD HRS. *MOUNTAIN PEAK WEALTH SOLUTIONS LLC. 201 3RD AVE WEST, KALISPELL, MT 59901. JULY 2020. INV REL.DBA FOR AGENCY. PARTNER. PROCESS EMPLOYEE AND OFFICE MARKETING. DURING TRADE HRS. *KALISPELL OFFICE BUILDING. 201 3RD AVE, W KALISPELL MT 59901. OCT 2023. INV REL. OFFICE BUILDING OWNERSHIP. OFFICE RENTAL ACTIVITIES. DURING SOME TRADE HRS. *TRUE PATH FINANCIAL PARTNERS. 201 3RD AVE WEST, KALISPELL, MT 59901. INV REL. JULY 2023. GA AGENCY NAME. AGENT. DBA FOR GA'S OFFICE. DURING TRADE HRS. *SCOTT MAITLAND - HOA. 229 ROSEWATER LOOP, KALISPELL MT 59901. APRIL 2024. NOT INV REL. HOA BOARD MEMBER, POSSIBLY PRESIDENT. RUN THE HOA. NOT DURING TRADE HRS *SCOTT MAITLAND, 201 3RD AVE WEST, KALISPELL, MT 59901, 8/01/2025, ONGOING, CONSULTING-BUSINESS VALUATION, CONSULTANT, INV REL, DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-29 |
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