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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-22
  • NY RA
    APPROVED
    Since 2021-06-22

Branch Locations

553 Glen Street, Glens Falls, NY 12801 • United States

354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Life Montpelier VT 07/2005 Present
Taylor And Leonard Glens Falls NY 04/2003 Present
Equity Services, Inc. Montpelier VT 03/2008 Present
  • 07/2005 → Present
    National Life
    Montpelier, VT
  • 04/2003 → Present
    Taylor And Leonard
    Glens Falls, NY
  • 03/2008 → Present
    Montpelier, VT
Other Businesses

*NATIONAL LIFE, LIFE INSURANCE PRODUCT SALES, 553 GLEN STREET, GLENS FALLS, NY 12801, SINCE 07/2005, 160 HOURS A MONTH; *TAYLOR AND LEONARD, 553 GLEN STREET, GLENS FALLS NY 12801, SALES, PRODUCER, SINCE 2004, APPROX 80 HOURS A MONTH, DURING TRADE HRS,I AM AN AGENT FOR SEERAL INSURANCE COMPANIES TO SELL PROPERTY & CASUALTY, INSURANCE ETC AND DO SO UNDER DBA TAYLOR AND LEONARD INSURANCE & FINANCIAL SERVICES *553 GLEN STREET LLC. 553 GLEN ST, GLENS FALLS, NY 12801. INV REL. OCT 2025. PARTNER OF LLC FOR RENTAL PROPERTY DEEDED TO 553 GLEN ST LLC. MANAGE PROPERTY FINANCIES, REPAIRS, AND MAINTENENCE. DURING SOME TRADE HRS. *TAYLOR & LEONARD INSURANCE AND FINANCIAL SERVICES, 553 GLEN ST., GLENS FALLS, NY 12801, NOT INV RELATED, OFFICE MANAGER AND SHAREHOLDER. PAYROLL, ACCOUNTS PAYABLE, ETC,01/01/2009, 20 HRS/MTH,DURING TRADE HRS, MANAGE THE DAY TO DAY OPERATIONS AND MAKE DECISIONS ON BEHALF OF THE ORG. *THE GLENS FALLS INDEPENDENT LIVING CENTER DBA SAIL. 71 GLENWOOD AVE, QUEENSBURY NY. NOT INV REL. JAN 2024. 3 YEAR TERM ON BOARD. PROVIDE DIRECTION FOR THE ORGANIZATION BY HELPING ESTABLISH THE MISSION, VISION AND GOALS, IN CONJUNCTION WITH THE EXEC DIRECTOR. BOARD OF DIRECTORS. DIRECTOR. DURING SOME TRADE HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-04-22
  • S63 Uniform Securities Agent State Law Examination
    2008-04-22

View on SEC IAPD

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