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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-06
  • NY RA
    APPROVED
    Since 2026-04-06

Branch Locations

410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tm Consulting Group, Inc North Hills NY 02/2012 11/2020
Mkny Business Solutions, Inc. North Hills NY 01/2017 Present
Nazaire & Co. Garden City NY 11/2016 01/2017
Hospital Receivables Systems Bellmore NY 08/2017 11/2020
Cetera Advisor Networks El Segundo CA 09/2017 11/2019
Chelsea Financial Services Staten Island NY 03/2021 12/2024
National Life Group Hauppauge NY 01/2026 Present
Equity Services Inc Montpelier VT 03/2026 Present
  • 02/2012 → 11/2020
    Tm Consulting Group, Inc
    North Hills, NY
  • 01/2017 → Present
    Mkny Business Solutions, Inc.
    North Hills, NY
  • 11/2016 → 01/2017
    Nazaire & Co.
    Garden City, NY
  • 08/2017 → 11/2020
    Hospital Receivables Systems
    Bellmore, NY
  • 09/2017 → 11/2019
    Cetera Advisor Networks
    El Segundo, CA
  • 03/2021 → 12/2024
    Chelsea Financial Services
    Staten Island, NY
  • 01/2026 → Present
    National Life Group
    Hauppauge, NY
  • 03/2026 → Present
    Montpelier, VT
Previous Registrations
  • 2023-10-18 → 2024-12-17
    North Hills, NY
  • 2017-09-20 → 2017-12-31
    Cetera Wealth Services, Llc
    North Hills, NY
  • 2012-04-16 → 2015-10-19
    Woodstock Financial Group, Inc.
    Woodstock, GA
    Woodstock, GA
    North Hills, NY
  • 2006-01-03 → 2006-02-07
    Morgan Stanley Dw Inc.
    Great Neck, NY
    Great Neck, NY
Other Businesses

*EASTERN ADVISORY GROUP, 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788, 01/27/2026, ONGOING,INV REL, DURING TRD/HRS, INSURANCE, AGENT, 40 HRS/WK*MKNY BUSINESS SOLUTIONS, INC, 34 OLD FIELD ROSLYN, NY 11576, 01/27/2026, ONGOING, INV REL, DURING TRD/HRS, BOOKKEEPING/TAX PREPARATION,OWNER/MANAGER,10%*COMPREHENSIVE WEALTH STRATEGIES LLC, 34 OLD FIELD ROSLYN, NY 11576, 01/27/2026, ONGOING, INSURANCE DBA, OWNER/MANAGER, 40 HRS/WK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-13
S63 Uniform Securities Agent State Law Examination 2003-11-14
  • S65 Uniform Investment Adviser Law Examination
    2021-12-13
  • S63 Uniform Securities Agent State Law Examination
    2003-11-14
Other Names
  • Mike Kogan
  • Michael Ross Kogan

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