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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-14 |
Branch Locations
2 Trans Am Plaza Suite 150, Oakbrook Terrace, IL 60181 • United States
1 N. Franklin St Ste 3450, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 10/2015 | 11/2017 |
| Bank Of America, N.A. | Chicago | IL | 10/2015 | 11/2017 |
| Flth Ii, Llc | Bloomington | IN | 09/2007 | 01/2022 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 12/2018 | 09/2022 |
| J.P. Morgan Securities Llc | Chicago | IL | 12/2018 | 09/2022 |
| Equity Services Inc | Montpelier | VT | 08/2023 | Present |
| National Life Group | Chicago | IL | 08/2023 | Present |
| Unemployed | Glen Ellyn | IL | 09/2022 | 08/2023 |
*NATIONAL LIFE, 2 TRANS AM PLAZA, SUITE 150,OAKBROOK TERRACE, IL 60181,08/10/2023,ONGOING,INSURANCE,AGENT,DURING TRD/HR, INV REL,40 HRS/WK*LAKESHORE FINANCIAL,2 TRANS AM PLAZA,SUITE 150,OAKBROOK TERRACE,IL 60181 08/10/2023,ONGOING, INV REL,DURING TRD HRS, INSURANCE,AGENT,40 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
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