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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-14 |
Branch Locations
2500 Regency Pkwy Ste 119, Cary, NC 27518 • United States
433 Plaza Real Suite 335, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Raleigh | NC | 01/2023 | 03/2024 |
| Joe Van Gogh | Hillsborough | NC | 03/2017 | 01/2023 |
| Starrlight Meadery | Pittsboro | NC | 05/2015 | 03/2020 |
| Massmutual Life Insurance Co | Raleigh | NC | 04/2024 | 06/2025 |
| Mml Investors Services, Llc | Raleigh | NC | 04/2024 | 06/2025 |
| Equity Services Inc | Montpelier | VT | 07/2025 | Present |
| National Life Group | Cary | NC | 06/2025 | Present |
*FINANCIAL PARTNERS GROUP LLC, 2500 REGENCY PKWY, STE 119, CARY, NC 27518, 06/15/2025, ONGOING, INV REL, INSURANCE AGENT, DURING TRD HRS,60%*TLB STRATEGIES LLC DBA SUMMITS WAY STRATEGIES, 5609 CATSKILL CT, DURHAM, NC 27713, 07/07/2025, ONGOING, NOT INV REL, OWNER, ASSESS BUSINESSES INCLUDING ROLES, RESPONSIBILITIES AND EXPECTATIONS THAT SUPPORT BUSINESS OPERATIONAL AND STRATEGIC DIRECTION IMPLEMENTED WITH A FOCUS ON THE GROWTH OF INTANGIBLE CAPITALS THAT CONSIST OF HUMAN, SOCIAL, CUSTOMER AND STRUCTURAL CAPITAL, DURING TRD HRS/10%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-09 |
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