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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-24 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 02/2026 | Present |
| Morin Financial Llc | Chicago | IL | 01/2025 | Present |
| The Ins Companies | Chaska | MN | 05/2024 | 12/2024 |
| Iowa State University Foundation | Ames | IA | 01/2024 | 05/2024 |
| Iowa State University | Ames | IA | 08/2023 | 12/2023 |
| Principal Financial Group | Des Moines | IA | 05/2023 | 08/2023 |
| Iowa Cubs | Des Moines | IA | 04/2023 | 08/2023 |
| Iowa State University | Ames | IA | 08/2022 | 04/2023 |
| Eden Prairie School District | Eden Prairie | MN | 05/2022 | 08/2022 |
| Clear Secure Inc | Minneapolis | MN | 05/2022 | 08/2022 |
| Iowa State University | Ames | MN | 08/2020 | 05/2022 |
| Eastern Carver County Schools | Chanhassen | MN | 09/2019 | 08/2020 |
| College Fresh | Ames | IA | 08/2022 | 04/2023 |
| Home Depot | Chaska | MN | 06/2018 | 07/2019 |
| Target | Chaska | MN | 10/2016 | 01/2017 |
| Chanhassen High School | Chanhassen | MN | 08/2016 | 06/2020 |
*MORIN FINANCIAL LLC, 1 N FRANKLIN STREET, SUITE 3450, CHICAGO, IL 60606,01/06/2025,ONGOING,CLIENT SERVICE ASSOCIATE, INV REL, DURING TRD/HRS,40 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
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