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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-12 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
Cazenovia, NY • United States
1 disclosure category 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 |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 07/2012 | 03/2020 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 03/2020 |
| Pruco Securities Llc | Fayetteville | NY | 03/2020 | 07/2021 |
| Prudential Insurance Company Of America | Fayetteville | NY | 03/2020 | 07/2021 |
| Equity Services Inc | Montpelier | VT | 07/2021 | Present |
| National Life Group | Clifton Park | NY | 07/2021 | Present |
*BEACON WEALTH STRATGIES,LLC,5289 OWERA POINT ROAD, CAZENOVIA NY 13035. INV REL,ONGOING, JULY 2021,INSURANCE, PRINCIPLE/PRESIDENT, 20%, DURING TRD/HRS *NPA FINANCIAL,5289 OWERA POINT ROAD, CAZENOVIA NY 13035, INV REL, ONGOING, INSURANCE, AGENT,DURING TRD/HRS, 2 HRS/WK. *THE VERMONT AGENCY,5289 OWERA POINT ROAD, CAZENOVIA NY 13035, 7/06/2021, ONGOING, INV REL, INSURANCE,AGENT, DURING TRD/HRS,2 HRS/WK. *PPL (PUBLIC PARTNERSHIPS LLC). 5289 OWERA POINT ROAD, CAZENOVIA NY 13035. NOT INV REL. NOV 2021. HOME HEALTH AIDE. PROVIDER. MOBILITY ASSISTANCE FOR PHYSICALLY DISABLED STEP SONS. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-26 |
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