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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-05-23 |
Branch Locations
One National Life Drive, Montpelier, VT 05604 • United States
201 3Rd Ave West, Kalispell, MT 59901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 05/2024 | Present |
| Mountain Peak Wealth Solutions | Kalispell | MT | 05/2023 | Present |
| Cellular Plus Verizon | Kalispell | MT | 05/2022 | 05/2023 |
| Montana State University | Bozeman | MT | 07/2021 | 05/2022 |
| Super 1 Foods | Kalispell | MT | 08/2017 | 07/2021 |
| Kalispell Middle School | Kalispell | MT | 09/2013 | 08/2017 |
| Kalispell High School | Kalispell | MT | 08/2017 | 06/2021 |
*MOUNTAIN PEAK WEALTH SOLUTIONS. 20 VILLAGE LOOP KALISPELL MT 59901. INV REL. THIS IS MY LIFE INSURANCE AND FIXED ANNUITY BUSINESS. MY POSITION IS FINANCIAL SERVICES REPRESENTATIVE. THIS STARTED 06/2023 AND ONGOING. I WORK FULL TIME, DURING TRADE HRS. MY DUTIES ARE TO PROSPECT NEW CLIENTS, MEET WITH CLIENTS, AND SELL INSURANCE PRODUCTS. *TRUE PATH FINANCIAL PARTNERS. 20 VILLAGE LOOP ROAD, KALISPELL MT. INV REL. JULY 2024. DBA NAME FOR MARKETING, INCLUDED ON THE WEBSITE AS A TEAM MEMBER. NO DUTIES. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-22 |
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