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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-18 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
2 Trans Am Plaza Suite 150, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Chicago | IL | 12/2023 | Present |
| Equity Services Inc | Montpelier | VT | 01/2024 | Present |
| Kettle Moraine School District | Wales | WI | 09/2022 | 05/2023 |
| Unemployed | East Troy | WI | 07/2023 | 09/2023 |
| Kohler Hospitality | Kohler | WI | 06/2023 | 07/2023 |
| School District Of Waukesha | Waukesha | WI | 09/2008 | 08/2022 |
| Unemployed | Woodridge | IL | 09/2023 | 12/2023 |
*LAKESHORE FINANCIAL GROUP,2 TRANSAM PLAZA DR, STE 150,OAKBROOK TERRACE,IL 60181,01/2024,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,INV REL,40 HRS/WK*NATIONAL LIFE,2 TRANSAM PLAZA DR,STE 150,OAKBROOK TERRACE,IL 60181,01/2024,INV REL,INSURANCE,AGENT,DURING TRD/HRS,40 HRS/WK*RYAN AUSLOOS, 1133 SOUTH BLVD, APT 1116, OAK PARK, IL, 60302, ONGOING, NOT INV REL, 09/30/2025, DURABLE POA FOR FATHER PATRICK AUSLOOS, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-31 |
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