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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2005-01-10 |
Branch Locations
675 Third Avenue Suite 900, New York, NY 10017 • United States
175 Capital Boulevard 4Th Floor, Rocky Hill, CT 06067 • 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 |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 04/2004 | Present |
*ASSOCIATED BUSINESS CONTRACTORS-CONNECTICUT CHAPTER, NOT INV REL. LOCATED IN CT, CONTRACTOR ASSOC, MEMBERSHIP DIRECTOR, 3/15/06-PRES, 5-10 HR/MO, DUR TRD HRS, I ATTRACT AND RETAIN MEMBERS TO THE ASSOC. I RECEIVE NO COMP. *360 FEDERAL CREDIT UNION. 191 ELLA GRASSO TURNPIKE, WINDSOR LOCKS, CT. NOT INV REL. BOARD MEMBER/BOARD OF DIRECTORS. CURRENTLY ENGAGED. 1 HR/MO. DURING TRADE HRS. *WEALTHBRIDGE FINANCIAL GROUP. 675 THIRD AVE SUITE 900 NY NY. INV REL. MARCH 2023. FIXED INS. EXEC VP. FIXED INS SALES/SERVICE. DURING TRADE HRS. *CONSTRUCTION EDUCATION CENTER (CEC). 35A ROBERT JACKSON WAY, PLAINVILLE CT. 01/14/2026. NON-PROFIT TRAINING ORG (CARPENTRY, ELECTRICAL, HVAC, PLUMBING, AND SHEET METAL TRADES). MEMBER. GRANT WRITING SUBCOMMITTEE, DURING SOME TRADE HRS*FINANCIAL WELLNESS CONSULTING,175 CAPITAL BOULEVARD, 4TH FLOOR, ROCKY HILL, CT 06067,07/2024,ONGOING,INV REL,DURING TRD/HRS, AGENT,TEACHING CLIENTS ABOUT FINANCIAL WELLNESS, 4 HRS/WK*FOUNDATION WEALTH PARTNERS,175 CAPITAL BLVD 4TH FLOOR, ROCKY HILL, CT 06067,04/01/2025,INV REL,DURING TRD/HRS,ONGOING,PRESIDENT & CEO,OWNER,INSURANCE,100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-23 |
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