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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
15455 Dallas Parkway Suite 800, Addison, TX 75001 • United States
One National Life Drive, Montpelier, VT 05604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2019 | 12/2025 |
| Commonwealth Financial Network | Waltham | MA | 08/2017 | 03/2019 |
| Bryant University | Smithfield | RI | 08/2013 | 05/2017 |
| Energi Insurance Company | Peabody | MA | 05/2016 | 09/2016 |
| Bryant University | Smithfield | RI | 04/2015 | 05/2017 |
| Home Loan Investment Bank | Warwick | RI | 01/2017 | 05/2017 |
| Equity Services Inc | Montpelier | VT | 02/2026 | Present |
| Unemployed | Dallas | TX | 01/2026 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-04 |
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