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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-05 |
Branch Locations
9515 Deereco Road Suite 700, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 02/2023 | Present |
| National Life Group | Timonium | MD | 01/2021 | Present |
| Investorplace Llc | Baltimore | MD | 09/2018 | 12/2020 |
| Unemployed | Mount Airy | MD | 05/2018 | 08/2018 |
| T. Rowe Price | Owing Mills | MD | 11/2017 | 04/2018 |
| Unemployed | Mount Airy | MD | 09/2017 | 10/2017 |
| Avalonbay Communities, Llc. | North Potomac | MD | 05/2017 | 08/2017 |
| Weis Markets | Towson | MD | 08/2016 | 05/2017 |
| Towson University | Mount Airy | MD | 08/2014 | 05/2018 |
*JEFF DWYER & ASSOCIATES,LLC,19726 CALLAWAY HILLS LN.,DAVIDSON,NC 28036,02/15/2023,ONGOING,INV REL,P&C INSURANCE,AGENT/REFERRAL RELATIONSHIP,DURING TRD/HRS,2 HRS/WK*WORTHINGTON FINANCIAL PARTNERS,9515 DEERECO RD.,SUITE 700,TIMONIUM,MD 21093,02/15/2023,ONGOING,INSURANCE, AGENT,DURING TRD/HRS,40 HRS/WK.*TEACHER'S PENSION, 9515 DEERECO RD, SUITE 700, TIMONIUM, MD, 21093, ONGOING, INV REL, 04/01/2025, INSURANCE, AGENT, ASSISTING TEACHERS WITH THEIR BENEFITS, DURING TRD/HRS, 20-25 HRS WK*A JORDAN ALEXANDER LLC, 9515 DEERECO RD, SUITE 700, TIMONIUM, MD, 21093, ONGOING, INV REL, INSURANCE, AGENT, 09/01/2025, DURING TRD/HRS, 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-12 |
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