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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-05-28 |
Branch Locations
One National Life Drive, Montpelier, VT 05604 • UNITED STATES
Overland Park, KS • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Overland Park | KS | 01/2006 | 05/2021 |
| Sam'S Club | Lenexa | KS | 07/2017 | 02/2019 |
| Instacart | San Francisco | CA | 02/2019 | 01/2020 |
| Equity Services Inc | Montpelier | VT | 05/2021 | Present |
*PAWNEE ELEMENTARY PTA,9501 W 91ST STREET, OVERLAND PARK, KS 66212,08/01/2026,2 YEARS,VP-MEMBERSHIP,NOT INV REL,NOT DURING TRD/HRS,0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-19 |
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