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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
553 Glen Street, Glens Falls, NY 12801 • United States
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Montpelier | VT | 07/2005 | Present |
| Taylor And Leonard | Glens Falls | NY | 04/2003 | Present |
| Equity Services, Inc. | Montpelier | VT | 03/2008 | Present |
*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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-22 |
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