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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 06/2024 | 09/2025 |
| New York Life Insurance Company | Dallas | TX | 10/2022 | 09/2025 |
| University Of Texas Austin | Austin | TX | 08/2021 | 05/2025 |
| Rick Reedy High School | Frisco | TX | 08/2019 | 07/2021 |
| West Windsor High School North | Plainsboro | NJ | 08/2017 | 07/2019 |
| Community Middle School | Plainsboro | NJ | 08/2014 | 07/2017 |
| National Life Group | Frisco | TX | 12/2025 | Present |
| Equity Services Inc | Montpelier | VT | 02/2026 | Present |
*EVOLUTION FINANCIAL GROUP, 4319 CHANTILLY LANE, FRISCO, TX, 75036, ONGOING, INV REL, 02/2026, INSURANCE, AGENT, DURING TRD/HRS, 75%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-18 |
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