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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-06 |
Branch Locations
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fuoco Group Llc | Hauppauge | NY | 01/2015 | 02/2017 |
| National Life Group | Hauppauge | NY | 03/2023 | Present |
| Equity Services Inc | Montpelier | VT | 03/2023 | Present |
| Weisman & Co. | Hauppauge | NY | 11/1974 | Present |
| Avantax Investment Services, Inc. | Hauppauge | NY | 11/1999 | 03/2023 |
| Avantax Advisory Services | Hauppauge | NY | 10/2000 | 03/2023 |
*WEISMAN & CO. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE NY 11788. NOT INV REL. FEB 2004. OWNER. TAX PRACTICE. CPA. PROVIDE TAX SERVICES TO CLIENTS INCLUDING PREPARING/FILING TAX RETURNS, PROVIDE TAX ADVICE. DURING TRADE HRS*EASTERN ADVISORY GROUP,410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788,INV REL,DURING TRD/HRS,ONGOING,07/01/2025,INSURANCE,AGENT,1HR/WK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-09 |
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