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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-10 |
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 |
|---|---|---|---|---|
| Market North End | Birmingham | MI | 05/2018 | 08/2019 |
| Lifetime Fitness | Rochester | MI | 04/2017 | 08/2018 |
| L&J Landscaping | Clarkston | MI | 05/2020 | 08/2021 |
| Summer - Dating And New Friends App | East Lansing | MI | 09/2022 | 02/2023 |
| Harper's Restaurant Group | East Lansing | MI | 07/2021 | 08/2023 |
| Jackson National Life Insurance | East Lansing | MI | 02/2023 | 08/2023 |
| Mutual Of Omaha Insurance Company | Rosemont | IL | 08/2023 | 05/2024 |
| Mutual Of Omaha Investor Services | Rosemont | IL | 02/2024 | 05/2024 |
| San Marino Club | Troy | MI | 04/2016 | 04/2017 |
| Michigan State University | East Lansing | MI | 09/2019 | 05/2020 |
| Equity Services Inc | Montpelier | VT | 07/2024 | Present |
| National Life Group | Chicago | IL | 06/2024 | Present |
*LAKESHORE FINANCIAL GROUP,1 N. FRANKLIN STREET,SUITE 3450,CHICAGO,IL 60606,04/15/2024,INV REL,DURING TRD/HRS,ONGOING,INSURANCE,AGENT,40 HRS/WK*NATIONAL LIFE,1 N. FRANKLIN STREET, SUITE 3450, CHICAGO, IL 60606,04/16/2024,ONGOING,INV REL,DURING TRD/HRS,AGENT,INSURANCE,40 HRS/WK*SICURA WEALTH STRATEGIES,1 N FRANKLIN ST.,CHICAGO,IL 60606,10/2024,ONGOING,CEO,FOUNDER,INSURANCE,INV REL,DURING TRD/HRS,100%*CREDIT ABUSE RESISTANCE EDUCATION C.A.R.E.,758 N LARRABEE ST, UNIT 430, CHICAGO, IL 60654,03/01/2025,NOT INV REL,NOT DURING TRD/HRS,ONGOING,VOLUNTEER PRESENTER,1-2 HRS/MTH*BOUNCE CHILDRESN FOUNDATION,255 BIRCHWOOD AVE., DEERFIELD, IL 60015,01/07/2025,ONGOING,EMERGING LEADERS BOARD MEMBER,NOT INV REL,NOT DURING TRD/HRS,0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-15 |
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