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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1997-01-07 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shevlin Gladden Associates | Broomall | PA | 07/1982 | Present |
| Equity Services, Inc. | Broomall | PA | 02/1984 | Present |
*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 2,1400 N PROVIDENCE RD.,SUITE 3007,MEDIA,PA 19063,01/01/2018,INV REL,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,75%,I SELL LIFE,HEALTH,DI,LTC AND DO SO UNDER DBA EVOLUTION FINANCIAL GROUP*OC LLC,115 JUDSON DR.,WEST CHESTER,PA 19380,01/15/2020,ONGOING,MEMBER OF LLC CREATED TO PAY SHARE OF EXPENSES FOR VAC HOME WITH OTHER FAMILY MEMBERS,INV REL,NOT DURING TRD/HRS,0%*CHARLES V CREIGHTON,1025 PAOLI PIKE,WEST CHESTER,PA 19380,10/26/2022,ONGOING,INV REL,VOLUNTEER /ALTERNATIVE MEMBER,WEST GOHSEN TWP PENSION COMMITTEE,1 HR/QUARTER,0%*CMM PARTNERS, LLC,2604 WOODLEIGH RD, HAVERTOWN,PA 19083,07/03/2025,INV REL,DURING TRD/HRS, ONGOING,BUSINESS SUPPORT,5%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-05-24 |
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