Best Investors Account Sign in
Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-22
  • NY RA
    APPROVED
    Since 2021-06-22

Branch Locations

1407 Route 9 Building 4 - 2Nd Floor, Clifton Park, NY 12065 • United States

354 Mountain View Dr. Suite 200, Colchester, VT 05446 • 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
Equity Services, Inc. Montpelier VT 01/2001 Present
Other Businesses

*NATIONAL LIFE INSURANCE CO,1407 ROUTE 9, BUILDING 4, 2ND FLOOR, CLIFTON PARK,NY 12065,INV. REL.,INSURANCE SALES/CAREER AGENT.01/2001-PRES.50 HR PER MNTH. DURING SEC TRADING HRS.ALL ACTIVITIES RELATED TO THE SALE OF INSURANCE PRODUCTS FOR CLIENTS *NPA FINANCIAL,LLC.,1407 ROUTE 9,BUILDING4,2ND FLOOR,CLIFTON PARK, NY 12065,INVESTMENT RELATED,2/01-PRESENT,150 HR PER MNTH,DURING TRADING HRS,I AM AN AGENT FOR NATIONAL LIFE AND A BROKER FOR SEVERAL INSURANCE CO'S AND DO SO UNDER THE NPA FINANCIAL NAME *DONALD C REUTEMANN. LASALLE INSTITUTE,174 WILLIAMS RD,TROY,NY 12180. MEMBER OF BOARD OF TRUSTEES/501c3 EDUCATIONAL INSTITUTION.MEMBER OF THE BOARD.NOT INV REL. NOT DUR TRD HRS.7/2016. ATTEND QUARTERLY BOARD OF TRUSTEE MEETINGS. *DONALD C. REUTEMANN - HORSE OWNERSHIP. 11 BISCAYNE DR LATHAM NY & PHILLIPS RACING PARTNERSHIP/DARBY DAN FARM, 3225 OLD FRANKFORT PIKE, LEXINGTON KY. FEB 2021. NOT INV REL. PARTIAL OWNERSHIP (1/12TH) OF 2 YEAR OLD COLT, INTENDED TO RACE. OWNERSHIP IS CONSIDERED TENNANTS IN COMMON OF A CHATTEL, THE COLT. PARTIAL OWNER. NO DUTIES, PASSIVE INVESTMENT. NOT DURING TRADE HRS. *ALBANY EXECUTIVES ASSOCIATION. 1407 RT 9 BLDG 4 CLIFTON PARK NY. NOT INV REL. SEP 2022. CHAIRMAN OF THE BOARD OF DIRECTORS FOR ALBANY EXECUTIVES ASSOC. THE CHAIRMAN RUNS THE MONTHLY BOD MEETING, IN WHICH ROUTINE MATTERS ARE REVIEWED PERTAINING TO THE RUNNING OF THIS BUSINESS NETWORKING/LEADS GROUP. DURING SOME TRADE HRS. *DONALD C. REUTEMANN. 11 BISCAYNE DRIVE, LATHAM NY. NOT INV REL. MARCH 2025. POWER OF ATTORNEY FOR SISTER ANNE REUTEMANN BERROYER. POA. FACILITATE ANY NECESSARY FINANCIAL OR LEGAL TRANSACTIONS. NOT DURING TRADE HRS. *REUTEMANN FINANCIAL GROUP (RFG). 1407 RTE 9, BLDG 4, CLIFTON PARK NY 12065, INVESTMENT RELATED. JANUARY 2026. DBA FOR PRACTICE. MEMBER. MEETING REGULARLY WITH CLIENTS. DAY TO DAY ACTIVITIES. DURING TRADE HRS. *ALBANY EXECUTIVES ASSOCIATION. 230 WASHINGTON AVE EXT SUITE 101 ALBANY NY. NOT INV REL. AUG 2026. TWO YEAR TERM. MEMBER OF THE BOARD OF DIRECTORS FOR BUSINESS NETWORKING ASSOC. MEMBER. ATTEND MONTHLY MEETINGS, VOTE ON NEW MEMBERS AND OTHER PROCEDURAL ACTIVITIES OF THE BOARD. DURING SOME TRADE HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-15
S63 Uniform Securities Agent State Law Examination 2001-03-09
  • S66 Uniform Combined State Law Examination
    2015-05-15
  • S63 Uniform Securities Agent State Law Examination
    2001-03-09
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clifton Park, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor