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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-18 |
Branch Locations
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States
Huntington, NY • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 03/2015 | 01/2018 |
| Primary Financial | Fairfield | NJ | 03/2015 | 01/2018 |
| American United Life | Parsippany | NJ | 01/2018 | 04/2021 |
| Oneamerica Securities | Parsippany | NJ | 01/2018 | 04/2021 |
| The Prudential Insurance Company Of America | Basking Ridge | NJ | 04/2021 | 03/2022 |
| Pruco Securities Llc | Basking Ridge | NJ | 04/2021 | 03/2022 |
| Unemployed | Boonton | NJ | 03/2022 | 07/2022 |
| Equitable Advisors Llc | New York | NY | 07/2022 | 05/2023 |
| Paulson Investment Company, Llc | New York | NY | 05/2023 | 07/2023 |
| Unemployed | Boonton | NJ | 08/2023 | 10/2023 |
| Equity Services, Inc. | Montpelier | VT | 10/2023 | Present |
| National Life | Hauppauge | NY | 10/2023 | Present |
*JAMES RILEY,108 LA RUE DRIVE, HUNTINGTON, NY 11743, INV REL. 10/2023. FIXED INSURANCE SALES; AGENT/BROKER WITH VARIOUS INSURANCE COMPANIES; SALES AND SERVICE OF FIXED INS PRODUCTS. 100 HOURS PER MONTH, DURING TRADE HRS*EASTERN ADVISORY GROUP, 108 LA RUE DRIVE, HUNTINGTON, NY 11743, ONGOING, INV REL, 12/03/2025, INSURANCE, AGENT, DURING TRD/HRS, 2%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-23 |
| S66 | Uniform Combined State Law Examination | 2000-08-04 |
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