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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-09 |
Branch Locations
15455 Dallas Parkway Suite 100, Addison, TX 75001 • United States
800 Town And Country Boulevard Ste 500, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Fort Lauderdale | FL | 02/2016 | 08/2018 |
| Mml Investors Services, Llc | Fort Lauderdale | FL | 05/2016 | 08/2018 |
| Mutual Of Omaha Investor Services | Houston | TX | 09/2018 | 12/2023 |
| Mutual Of Omaha Insurance Company | Houston | TX | 09/2018 | 12/2023 |
| Transamerica Agency Network | Plantation | FL | 07/2018 | 08/2018 |
| Equity Services Inc | Montpelier | VT | 12/2023 | Present |
| National Life Group | Cypress | TX | 12/2023 | Present |
*NATIONAL LIFE GROUP,152387 SANDSTONE OUTCROP DR,CYPRESS,TX,77433,ONGOING,INV REL,INSURANCE,DURING TRD/HRS,100%*SAMIR E ABDULLAH,15238 SANDSTONE OUTCROP DR,CYPRESS,TX,77433,ONGOING, INV REL, REAL ESTATE PROPERTIES FOR RENT AND BUYING/SELLING REAL ESTATE, DURING TRD/HRS,2%*FORTIS AVIATION LLC, 15238 SANDSTONE OUTCROP DR, CYPRESS, TX, 77433, ONGOING, NOT INV REL, AIRCRAFT OWNERSHIP FOR BUSINESS AND PERSONAL USE, OWNER, SCHEDULE MAINTENANCE AND REPAIRS, DURING TRD/HRS, 2%*PARALEA HOMES LLC, 15238 SANDSTONE OUTCROP DR, CYPRESS, TX, 77433, ONGOING, INV REL, OWNER, REAL ESTATE PROPERTY FOR SHORT AND LONG TERM RENTALS, DURING TRD/HRS, 2%*AEROWEALTH FINANCIAL SOLUTIONS,800 TOWN & COUNTRY BLVD,SUITE 500,HOUSTON,TX,77024,ONGOING,INV REL,10/21/2024,MARKET FINANCIAL PRACTICE,OWNER/PRESIDENT,DURING TRD/HRS,30%*AEROWEALTH INSURANCE AGENCY,800 TOWN & COUNTRY BLVD,SUITE 500,HOUSTON,TX,77024,ONGOING,INV REL,10/21/2024,MARKET INSURANCE PRODUCTS & RECRUIT AGENTS,OWNER/PRESIDENT,DURIING TRD/HRS,20%*AEROWEALTH SOLUTIONS LLC,800 TOWN & COUNTRY BLVD,SUITE 500,HOUSTON,TX,77024,ONGOING,INV REL,10/21/2024,LLC FOR BUSINESS,OWNER/PRESIDENT,DURING TRD/HRS,5%*TEXAS NATIONAL FINANCIAL GROUP, 800 TOWN AND COUNTRY BLVD, SUITE 500, HOUSTON, TX, 77024, ONGOING, INV REL, 01/01/2025, INSURANCE, AGENT, DURING TRD/HRS, 40 HRS*NAIFA HOUSTON, 15238 SANDSTONE OUTCROP DR, CYPRESS, TX, 77433, ONE YEAR TERM, NOT INV REL, 01/05/2026, BOARD MEMBER, MEMBERSHIP DIRECTOR, DURING TRD/HRS, 2%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2012-07-02 |
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