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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-19 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Chicago | IL | 01/2015 | 12/2016 |
| National Life | Chicago | IL | 11/2016 | Present |
| Equity Services, Inc. | Chicago | IL | 01/2017 | Present |
*NATIONAL LIFE; 1 N. FRANKLIN ST., STE 3450, CHICAGO, IL 60606; INSURANCE AGENT AND SALES MANAGER; INV RELATED,SELLING NON-REGISTERED PRODUCTS; 11/01/2016;40 HRS/WK, DURING TRD/HRS,ONGOING *LAKESHORE FINANCIAL GROUP;1 N. FRANKLIN ST., STE 3450, CHICAGO, IL 60606;INSURANCE AGENT;SELLING NON-REGISTERED LIFE INSURANCE, ANNUITIES, DISABILITY,HEALTH,UNDER THE DBA OF LAKESHORE FINANCIAL GROUP; 01/12/2017;40 HRS/WK, DURING TRADING HOURS,ONGOING,INV REL*THOMAS GILBOY, 1336 WEST MELROSE #2, CHICAGO, IL, 60657, ONGOING, NOT INV REL, 12/01/2025, CONSULTING, HELPING BUSINESS OWNERS TO GROW THEIR BUSINESS, NOT DURING TRD/HRS, 0%*GILBOY PROPERTIES, 1336 WEST MELROSE #2, CHICAGO, IL, 60657, ONGOING, INV REL, 11/05/2025, OWNER, RENTAL APARTMENT, MAINTAIN PROPERTY, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-11 |
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