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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
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | East Norwich | NY | 06/2015 | 03/2017 |
| National Life | Hauppauge | NY | 04/2017 | 02/2018 |
| Equity Services Inc | Montpelier | VT | 04/2017 | 02/2018 |
| Ameriprise Financial Advisors Inc. | Melville | NY | 02/2018 | 03/2018 |
| Equity Services, Inc | Montpelier | VT | 03/2018 | Present |
| National Life | Hauppauge | NY | 03/2018 | Present |
*FIFTH GEN FINANCIAL. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. INV REL. JUNE 2020. ESTABLISHING A DBA NAME FOR FIXED INS BUSINESS. AGENT. SALES AND SERVICE OF FIXED INS PRODUCTS. DURING TRADE HRS. *EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. JULY 2025. INV REL. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS, INCLUDING LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-03 |
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