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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-12-12 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
1108 Barclay Blvd Suite C-D, Marlton, NJ 08053 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Marlton | NJ | 11/2015 | 12/2018 |
| The Prudential Insurance Company Of America | Marlton | NJ | 11/2015 | 11/2018 |
| National Life Group | Mt Laurel | NJ | 11/2018 | Present |
| Equity Services Inc | Montpelier | VT | 12/2018 | Present |
*EVOLUTION FINANCIAL GROUP,1108 BARCLAY BLVD,SUITE C-D,MARLTON,NJ 08053,12/05/2018,ONGOING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,160+ HR/MTH,I SELL LIFE,HEALTH,DI,LTC AND DO SO UNDER THE DBA OF EVOLUTION FINANCIAL GROUP*RETIREMENT CRUISE CONTROL,1108 BARCLAY BLVD,SUTIE C-D,MARLTON,NJ 08053,NOT INV REL,ONGOING,NOT DURING TRD/HRS,SOCIAL MEDIA LEAD GENERATION TARGETED AT THE AUTOMOTIVE INDUSTRY,OWNER,0%*STEPHEN SMITH, 413 SPENCER PLACE, MILLVILLE, NJ, 08332, ONGOING, INV REL, BUSINESS CONSULTANT, DURING TRD/HRS, LESS THAN 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-16 |
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