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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 |
|---|---|---|---|---|
| National Life | Hauppauge | NY | 02/2009 | Present |
| Equity Services, Inc. | Hauppauge | NY | 01/2012 | Present |
*LIFE LEGACY CONCEPTS. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. INV REL. MARCH 2022. FIXED INS SALES. AGENT. AGENT TO SELL FIXED LIFE INS, HEALTH, DI, AND LTC WITH VARIOUS CARRIERS. DURING TRADE HRS. *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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-13 |
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