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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-14 |
Branch Locations
15455 Dallas Parkway Suite 100, Addison, TX 75001 • United States
1355 Willow Way Ste 261, Concord, CA 94520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Concord | CA | 03/2023 | Present |
| Equity Services Inc | Montpelier | VT | 07/2024 | Present |
| Keller Williams Realty Danville | Danville | CA | 03/2019 | 04/2023 |
| Realty One Group | Pleasant | CA | 04/2023 | Present |
| Prestige Accounting & Tax Advisors Inc | Oakland | CA | 03/2022 | Present |
| Homemaker | Danville | CA | 01/2012 | 02/2019 |
*TEXAS NATIONAL FINANCIAL GROUP, 8105 EDGEWATER DRIVE, SUITE 210, OAKLAND, CA, 94621, ONGOING, INV REL, 03/27/2026, INSURANCE, AGENT, DURING TRD/HRS, 25-30 HRS WK*PRESTIGE ACCOUNTING & TAX ADVISORS INC, 8105 EDGEWATER DRIVE, SUITE 210, OAKLAND, CA, 94621, ONGOING, INV REL, ACCOUNTANT & ADMIN FOR ACCOUNTING AND TAX SERVICES, 8/1/24, DURING TRD/HRS, 10%*REALTY ONE GROUP, 608 MAIN STREET, SUITE G, PLEASANTON, CA, 94566, ONGOING, INV REL, REAL ESTATE AGENT, DURING TRD/HRS, 10%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
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