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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-10 |
Branch Locations
675 Third Avenue Suite 900, New York, NY 10017 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 02/2013 | 05/2018 |
| Nylife Securities Llc | New York | NY | 03/2013 | 05/2018 |
| Eagle Strategies Llc | New York | NY | 06/2015 | 05/2018 |
| Rim Securities Llc | New York | NY | 05/2018 | 06/2019 |
| City National Rochdale | New York | NY | 05/2018 | 05/2019 |
| Equity Services Inc | Montpelier | VT | 06/2019 | Present |
| National Life | New York | NY | 04/2025 | Present |
*WEALTHBRIDGE FINANCIAL GROUP,675 THIRD AVE,SUITE 900,NEW YORK, NY 10017,INV REL,DURING TRD/HRS,INSURANCE,AGENT,ONGOING,40 HRS/WK*NATIONAL LIFE GROUP,675 THIRD AVE,SUITE 900,NEW YORK, NY 10017,INV REL,GOING,INSURANCE,AGENT,DURING TRD/HRS,40 HRS/WK*INTEGRATED WALTH RESOURCES, 675 THIRD AVE SUITE 900 NEW YORK NY 10017, 06/1/2026, ONGOING, DIRECTOR,INV REL,DURING TRD/HRS,75%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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