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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 |
| NJ | RA | APPROVED | 2019-06-18 |
Branch Locations
675 Third Avenue Suite 900, New York, NY 10017 • United States
225 Broadhollow Road Suite 301, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | New York | NY | 10/2003 | 05/2019 |
| Park Avenue Securities | New York | NY | 01/2005 | 05/2019 |
| National Life Ins Co | New York | NY | 06/2019 | Present |
| Equity Services, Inc. | Montpelier | VT | 06/2019 | Present |
*WEALTHBRIDGE FINANCIAL GROUP. 675 THIRD AVE STE 900, NEW YORK, NY 10017 - INV REL - INSURANCE SALES - SALES AGENT/FIELD MANAGER - 160 HRS DURING TRADING HRS 9/4 - I AM A BROKER AGENT FROM A NLV AGENCY. *THE OBJECTIVE ROOM. 675 THIRD AVE STE 900, NEW YORK, NY 10017 - INV REL. APRIL 2020. WEBSITE, WWW.THEOBJECTIVEROOM.COM. PARTNER. NETWORKING AND MARKETING. DURING TRADE HRS. *NATIONAL LIFE INS. CO - 675 THIRD AVE STE 900, NEW YORK, NY 10017 - INV REL - INSURANCE SALES - SALES AGENT/FIELD MANAGER - 160 HRS DURING TRADING HRS 9/4 - I AM A BROKER AGENT FROM A NLV AGENCY. *PETER LICHTENBERG POA. 86 LEWIS AVE, ATLANTIC BEACH NY. NOT INV REL. JAN 2023. POA ON BROTHERS CHECKING ACCOUNT. POA. ROUTING BANKING AND BILL PAYING. DURING SOME TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-22 |
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