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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-31 |
Branch Locations
One National Life Drive, Montpelier, VT 05604 • United States
15455 Dallas Parkway Suite 800, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | St Louis | MO | 09/2014 | 02/2018 |
| Td Ameritrade, Inc. | Westlake | TX | 02/2018 | 06/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | 06/2024 |
| National Life Group | Addison | TX | 10/2024 | Present |
| Unemployed | Irving | TX | 06/2024 | 10/2024 |
| Equity Services Inc | Montpelier | VT | 01/2025 | Present |
*BRIAN NEAL,14712 SPITFIRE TRL,ROANOKE,TX 76262,02/15/2026,ONGOING,COACH,PROVIDE INDEPENDENT, STRENGTHS-BASED COACHING BASED ON PERSONAL DEVELOPMENT AND LEADERSHIP SKILLS,NOT INV REL,NOT DURING TRD/HRS,0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-03 |
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