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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-10-20 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vermont Agency | Colchester | VT | 04/2022 | Present |
| Northfield Savings Bank | Williston | VT | 03/2021 | 03/2022 |
| Td Bank | Burlington | VT | 04/2017 | 02/2021 |
| Merchants Bank | South Burlington | VT | 06/2013 | 04/2017 |
| Equity Services, Inc. | Montpelier | VT | 06/2022 | Present |
*THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. INV REL. 4/2022. DBA FOR SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *HALCYON FINANCIAL PARTNERS. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. INV REL. 4/2022. FOR SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *RICE MEMORIAL HIGH SCHOOL. 99 PROCTOR AVE, SOUTH BURLINGTON VT. NOT INV REL. JAN 2023. VOLUNTEER SCHOOL BOARD MEMBER. SCHOOL BOARD MEMBER. SIT IN ON MEETINGS AND DISCUSS SCHOOL TOPICS. THIS IS AN ADVISORY BOARD SO NO DECISIONS ARE MADE BY BOARD MEMBERS. CURRENTLY SIT ON FINANCE AND FACILITIES COMMITTEE. NOT DURING TRADE HRS. *MICHAEL E. MCCORMICK - NOTARY. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. NOT INV REL. DEC 2024. NOTARY PUBLIC. NOTARIZE DOCUMENTS FOR COLLEAGUES AND CLIENTS. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
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