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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-06 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Olean | NY | 01/2015 | 04/2021 |
| Mml Investors Services, Llc | Olean | NY | 02/2015 | 04/2021 |
| Equity Services Inc | Montpelier | VT | 04/2021 | Present |
| Evolution Financial Group | Olean | NY | 04/2021 | Present |
*SUPPORTIVE DIVORCE SOLUTIONS INC, INV REL,ONGOING,125 HEBNER ST, JAMESTOWN, NY 14701, CERTIFIED DIVORCE FINANCIAL ANALYST, FINANCIAL DIVORCE PLANNING, PRESIDENT,04/01/2017,DURING TRD/HR,15%*EVOLUTION FINANCIAL GROUP,125 HEBNER ST., JAMESTOWN, NY 14701,04/13/2021,ONGOING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,75%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-04-18 |
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