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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-15 |
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 |
|---|---|---|---|---|
| North Star Investment Management Corporation | Highland Park | IL | 05/2021 | 08/2021 |
| North Star Investment Management Corporation | Highland Park | IL | 05/2022 | 08/2022 |
| St. Andrews Country Club | West Chicago | IL | 05/2014 | 08/2019 |
| Indiana University | Bloomington | IN | 08/2019 | 05/2023 |
| The Tranel Financial Group | Libertyville | IL | 07/2023 | 02/2024 |
| A&A Custom Wear | Barlett | IL | 05/2023 | 08/2023 |
| Equity Services Inc | Montpelier | VT | 07/2024 | Present |
| National Life Group | Chicago | IL | 05/2024 | Present |
*LAKESHORE FINANCIAL GROUP,1 N. FRANKLIN STREET, SUITE 3450, CHICAGO, IL 60606,INV REL,DURING TRD/HRS,ONGOING,INSURANCE,AGENT,05/01/2024,40HRS/WK*NATIONAL LIFE,1 N. FRANKLIN STREET, SUITE 3450, CHICAGO, IL 60606,INV REL,DURING TRD/HRS, INSURANCE, AGENT, ONGOING, 05/01/2024,40 HRS/WK*CARE,232 VILLAGE LN, BARLETT, IL 60103,06/23/2026,ONGOING,BOARD MEMBER,INV REL,DURING TRD/HRS,4/8 HRS/MTH,0%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
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