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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-16 |
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 | 11/2023 | Present |
| National Life Group | Chicago | IL | 11/2023 | Present |
| Northern Trust Company | Chicago | IL | 07/2019 | 11/2023 |
| Northern Trust Company | Chicago | IL | 06/2017 | 07/2019 |
| University Of Missouri | Columbia | MO | 08/2016 | 06/2017 |
*LAKESHORE FINANCIAL GROUP,1 N. FRANKLIN STREET, SUITE 3450, CHICAGO, IL 60606,01/10/2024,ONGOING,INV REL,AGENT,INSURANCE,DURING TRD/HRS,40 HRS/WK*NATIONAL LIFE, 1 N. FRANKLIN STREET, SUITE 3450, CHICAGO, IL 60606,01/10/2024,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,40 HRS/WK*BOUNCE CHILDREN'S FOUNDATION,1010 W HAVEN DRIVE, ARLINGTON HEIGHTS, IL 6005,03/15/2024,ONGOING,ONCE A MTH,EMERGING LEADERS BOARD MEMBER, NON-PROFIT DEDICATED TO HELPING FAMILIES WHO HAVE CHILDREN WITH DISABILITIES,0%*MFN IV LLC , 1010 WEST HAVEN DRIVE, ARLINGTON HEIGHTS, IL 6005, INV REL, DURING TRD/HRS, 05/20/2026, ONGOING, OWNER/AGENT,PSE-BUSINESS CORP,TAX PURPOSES/INSURANCE,40 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-01 |
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