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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-29 |
Branch Locations
225 Broadhollow Road Suite 301, Melville, NY 11747 • United States
Long Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 05/2026 | Present |
| National Life Group | Long Beach | CA | 02/2026 | Present |
| Us Navy | Bell Gardens | CA | 10/2014 | 06/2025 |
| Instant Landscape | Newport Beach | CA | 10/2019 | 03/2021 |
| Bankers Life | Irvine | CA | 03/2024 | 04/2024 |
| New York Life | Anaheim | CA | 04/2024 | 09/2024 |
| Guardian Life Insurance Company | Los Angeles | CA | 10/2024 | 02/2026 |
| Park Avenue Securities | Los Angeles | CA | 02/2025 | 02/2026 |
| Guardian Life Insurance Company | Long Beach | CA | 03/2025 | 02/2026 |
*WEALTH BRIDGE FINANCIAL GROUP, 250 PACIFIC AVE #322, LONG BEACH, CA 90802,05/28/2026, INV REL,DURING TRD/HRS, ONGOING,INSURANCE,AGENT,95%*INVICTUS FINANCIAL GROUP, 250 PACIFIC AVE #322, LONG BEACH, CA 90802,05/28/2026,INV REL,DURING TRD/HRS,ONGOING,INSURANCE DBA,OWNER/AGENT,0%*EDISON RISK, 250 PACIFIC AVE #322, LONG BEACH, CA 90802,05/28/2026,ONGOING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,5%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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