Noel John Anderson

Current Employers

Employment History

• 02/1996 → 10/2021
  Principal Securities Inc
  Medway, MA
• 03/1997 → 10/2021
  Principal Life Insurance Company
  Medway, MA
• 10/2021 → 11/2024
  Madison Brokerage, A/K/A Acrisure
  Morristown, NJ
• 02/2025 → Present
  Epic Vanbridge
  New York, NY
• 05/2025 → Present
  The Leaders Group Inc
  Summit, NJ
• 04/2026 → Present
  Epic Vanbridge
  Medway, MA

Previous Registrations

• 1999-09-10 → 2021-10-18
  Principal Securities, Inc.
  Waltham, MA
  Medway, MA

Other Businesses

1.) EPIC VANBRIDGE - 2/18/25 - 1140 Avenue of the Americas, New York, NY 10036 and Medway, MA 02053 - VP, Executive Benefits, Helping producers at point of sale on company sponsored non qualified plans, Not Invt Rel, Insurance business, 200 hrs/mo; 200 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 4/16/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 3. CONSULTANT - 8/1/26 - 57 Fisher Street, Medway, MA 02053 - Consultant, Plan design, implementattion, vendor selection, and annual reveiws and re-enrollment. Plan design only-not the informal funding using insurance, funds or leaving the plan unfinanced. That product recommendation goes through the BD, Not Invt Rel, 10 hrs/mo; 5 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19
• S65 Uniform Investment Adviser Law Examination
  1999-06-07
• S63 Uniform Securities Agent State Law Examination
  1996-04-08

Other Names

• Noel John Anderson