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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 |
| FL | RA | APPROVED | 2020-10-23 |
Branch Locations
675 Third Avenue Suite 900, New York, NY 10017 • United States
West Palm Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 11/2013 | 05/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2013 | 05/2019 |
| National Life Ins Co | New York | NY | 04/2019 | Present |
| Equity Services, Inc. | Montpelier | VT | 05/2019 | Present |
*NATIONAL LIFE INS CO. - 675 THIRD AVE STE 900, NEW YORK, NY 10017 - INV REL - INSURANCE SALES - SALES AGENT - 04/2019 TO PRESENT - 160 HRS DURING TRADING HRS 9/4 - I AM A BROKER AGENT FROM A NLV AGENCY. *WEALTHBRIDGE FINANCIAL GROUP. - 675 THIRD AVE STE 900, NEW YORK, NY 10017 - INV REL - INSURANCE SALES - SALES AGENT - 04/2019 TO PRESENT - 160 HRS DURING TRADING HRS 9/4 - I AM A BROKER AGENT FROM A NLV AGENCY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-09 |
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