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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
| VT | RA | APPROVED | 2006-10-19 |
Branch Locations
Port St. Lucie, FL • United States
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
11 Main Street Suite B206, Vergennes, VT 05491 • 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 |
|---|---|---|---|---|
| National Life Of Vermont | Montpelier | VT | 06/2000 | Present |
| Equity Services, Inc. | Montpelier | VT | 06/2000 | Present |
*DONNELLY GROUP, INC. 11 MAIN ST. SUITE B206 VERGENNES, VT, INV. REL. CONSULTING, PRESIDENT, 6/24/08-PRES., 1 HR/MO, NOT DUR. TRAD. HRS, CONSULTING OF MARKETING IDEAS. *THE VERMONT AGENCY, 11 MAIN ST. SUITE B206 VERGENNES, VT INV REL, INS SALES & MKTG, AGENT LICENSED TO SELL LIFE INS, ON GOING, FULL TIME (160 HRS/MO), DURING TRADE HRS. *FERRISBURGH VOLUNTEER FIRE DEPT. RTE 7 FERRISBURGH VT 05456. NOT INV REL. DEC 2016. LIFE MEMBER, TRUSTEE. TRUSTEE. ATTENDING OFFICERS MEETING, SELECTING SLATE OF OFFICERS, REVIEWING ANY FIRE DEPT BUSINESS. 30-40 HRS/MO. DURING TRADE HRS. *LANDMARK FINANCIAL SERVICES. 11 MAIN STREET SUITE B206 VERGENNES VT. NOV 2018. INV REL. FINANCIAL SERVICES. AGENT. MEETING WITH CLIENTS, SELLING LIFE INS. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 2006-09-07 |
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