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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
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 |
|---|---|---|---|---|
| Gilman & Ciocia | Lake Ronkonkoma | NY | 01/2005 | 09/2016 |
| National Securities Corporation | Lake Ronkonkoma | NY | 11/2013 | 09/2016 |
| National Life | Hauppauge | NY | 09/2016 | Present |
| Equity Services, Inc. | Montpelier | VT | 09/2016 | Present |
*EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. AUG 2025. INV REL. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS. DURING TRADE HRS. *MCINTOSH TAX AND ASSET MANAGEMENT GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. FEB 2025. INV REL. DATA ENTRY AND OFFICE ASSISTANT. ENTERING DATA AND COLLATING. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-12 |
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