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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
675 Third Avenue Suite 900, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 03/2011 | 10/2017 |
| Cetera Financial Specialists, Llc | Schaumburg | IL | 10/2017 | 03/2019 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 10/2017 | 03/2019 |
| Jadestone Financial Resources | New York | NY | 09/2010 | 03/2019 |
| Equity Services, Inc. | Montpelier | VT | 04/2019 | Present |
| National Life Group | New York | NY | 03/2019 | Present |
*WEALTHBRIDGE FINANCIAL GROUP. 675 THIRD AVE STE 900, NEW YORK, NY 10017 - SALES AGENT INV REL - INSURANCE SALES - 03/2019 TO PRESENT - I AM A BROKER AGENT FROM A NLG AGENCY - 160 DURING TRADING HRS 9/4. *NATIONAL LIFE INS CO - 675 THIRD AVE STE 900, NEW YORK, NY 10017 - SALES AGENT INV REL - INSURANCE SALES - 03/2019 TO PRESENT - I AM A BROKER AGENT FROM A NLG AGENCY - 160 DURING TRADING HRS 9/4.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-02 |
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