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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

675 3Rd Ave 9Th Floor, New York, NY 10017 • United States

421 Troy Schenectady Rd, Latham, NY 12110 • 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 03/2013 Present
National Life/Truenorth Financial Solutions White Plains NY 01/2013 Present
  • 03/2013 → Present
    Montpelier, VT
  • 01/2013 → Present
    National Life/Truenorth Financial Solutions
    White Plains, NY
Other Businesses

*NATIONAL LIFE GROUP,675 3RD AVE,9TH FLOOR, NEW YORK, NY 10017,INV REL.INS, AGENT.10/17/12,75 HRS/MO. DUR TRD HRS,I AM AN AGENT SEVERAL INSURANCE COMPANIES TO SELL L,H,LTC AND DO SO UNDER NATIONAL LIFE GROUP*CLARITY FINANCIAL STRATEGIES,675 3RD AVE,9TH FLOOR, NEW YORK, NY 10017,INV RELATED, INSURANCE AND RECRUITING, AGENT/,SALES MANAGER,05/2013,200 HRS/MO,CAREER AGENT AND SALES MANAGER WITH NLG AND USE CLARITY FINANCIAL STRATEGIES AS A DBA FOR THIS ACTIVITY*WEST VIRGINIA UNIVERSITY,NY/NJ CHAPTER ALUMNI,159 DUBOIS AVE,STATEN ISLAND,NY 10310,NOT INV RELATED,ALUMNI CHAPTER OF WEST VIRGINIA UNIVERSITY,PRESIDENT,3/2011,5HRS/MTH,NOT DURING TRADE HRS*123 COLLEGE,675 3RD AVE, 9TH FLOOR, NEW YORK, NY 10017,NOT INV REL,ONGOING,10/24/2017,ASSIST FAMILIES WITH COLLEGE ADMISSIONS,UNDERSTAND PROCESS FOR ADMISSION TO COLLEGE,10%,NOT DURING TRD/HRS*LIFESTYLES FOR THE DISABLED,930 WILLOWBROOK RD,STATEN ISLAND,NY 10314,ONGOING,BOARD MEMBER,NON INV REL,NOT DURING TRD/HRS,0%11/05/2018*STATEN ISLAND ZOO,614 BROADWAY, STATEN ISLAND, NY ONGING, NOT INV REL,BOARD MEMBER,NOT DURING TRD/HRS,0%,11/05/2018*LIAM GILROY,675 3RD AVE, 9TH FLOOR, NEW YORK, NY 10017 ,03/18/2019,ONGOING,NOT INV REL,SIENC(STATEN ISLAND ECONOMIC DEVELOPMENT CORP)MEMBER,NOT DURING TRD/HRS,5%*STATEN ISLAND CDFI,201 EDWARD CURRY AVE.,STE 103,STATEN ISLAND NY 10314,03/01/2022,ONE YEAR,NOT INV REL,NOT DURING TRD/HRS,BOARD POSITION,ADVISORY,1 HR/MTH*LIAM GILROY,675 3RD AVE.,9TH FLOOR,NEW YORK,NY 10017,INV REL,DURING TRD/HRS,ONGOING,NSURANCE,AGENT,100%*EXECUTIVE CLUB OF STATEN ISLAND, 620 COLLEGE AVENUE, STATEN ISLAND, NY, 10302, ONGOING, NOT INV REL, DEC 2024, BOARD MEMBER, HELPS WITH DECISIONS RELATED TO MEMBERSHIP OF GROUP, DURING TRD/HRS, 1-2 HRS EVERY 2 WEEKS*THOROUGHBRED ADVISORS, 675 3RD AVE 9TH FLOOR, NEW YORK, NY 10017, 11/01/2025,INV REL,ONGOING, DURING TRD/HRS,INSURANCE & SEMINAR PRESENTER,AGENT,100%

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-11-17
  • S63 Uniform Securities Agent State Law Examination
    2005-11-17

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