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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

410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States

33 Main Street 3Rd Floor, West Sayville, NY 11796 • 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
Equity Services, Inc. Montpelier VT 05/2016 Present
National Life Group Hauppauge NY 05/2016 Present
  • 05/2016 → Present
    Montpelier, VT
  • 05/2016 → Present
    National Life Group
    Hauppauge, NY
Previous Registrations
  • 2014-02-28 → 2016-05-03
    Msi Financial Services, Inc.
    Hauppauge, NY
Other Businesses

*KARLYN GRASSO, (HEALTH INS SALES). 410 MOTOR PARKWAY 2ND FLOOR, HAUPPAUGE, NY 11788. INV REL. HEALTH INS. BROKER. DEC2012. 15 HRS/MO. DURING TRADE HRS. *JOHN C. DUNPHY PRIVATE FOUNDATION. 1895 WALT WHITMAN RD #6, MELVILLE, NY 11747. NOT INV REL. AUG 2014. TAKE MINUTES, SEND OUT NOTICES TO BOARD MEMBERS, REVIEW GRANT REQUESTS, PERFORM LEVEL 1 DUE DILIGENCE. SECRETARY/COMMUNICATIONS OFFICER. UPDATE WEBSITE, UPDATE FORMS, MAINTAIN RECORD KEEPING, SITE VISITS, ETC. APPROX 40 HRS/MO. DURING TRADE HRS. *OAKDALE BOHEMIA CHAMBER OF COMMERCE. 16 ORMOND AVE, OAKDALE NY. NOT INV REL. JULY 2023. TO HELP PROMOTE BUSINESS AND LINK COMMUNITY TO THE BUSINESS COMMUNITY AND CIVIC GROUPS. DIRECTOR. GETTING THE CHAMBER STARTED AND FORM AN INITIAL BOARD OF DIRECTORS TO GET THE PROCESS OF CREATING BYLAWS AND OTHER NECESSARY DOCUMENTS IN PLACE. DURING SOME TRADE HRS. *MICHAEL S. SANTANA AND DENISE A. SANTANA 2023 IRREVOCABLE TRUST. 140 LAKELAND AVE, SAYVILLE NY. NOT INV REL. JULY 2023. CONTINGENT TRUSTEE FOR THE MICHAEL S. SANTANA AND DENISE A. SANTANA 2023 IRREVOCABLE TRUST. TRUSTEE. IF THE TRUSTEE PRE-DECEASES MYSELF, I WILL ACT AS TRUSTEE AND PERFORM THE REGULAR DUTIES OF TRUSTEE FOR THE TRUST LISTED ABOVE. DURING SOME TRADE HRS. *EAST END TAX AND ACCOUNTING. 410 MOTOR PAR KWAY 2ND FLOOR, HAUPPAUGE, NY 11788. JAN 2024. INV REL. PREPARE TAX RETURNS. TAX PREPARER. DURING TRADE HRS. *SUFFOLK COUNTY POLICE DEPARTMENT FOUNDATION. 33 MAIN ST, WEST SAYVILLE NY. NOT INV REL. FEB 2025. CHARITABLE WORK, EDUCATING COMMUNITY ABOUT POLICE, PUBLIC RELATIONS, AND COMMUNITY SERVICE. BOARD MEMBER. ASSIST SCPDF IN THEIR EFFORT TO BRIDGE RELATIONS TO THE COMMUNITY THROUGH EDUCATION AND COMMUNITY EVENTS. DURING SOME TRADE HRS*OAKDALE CIVIC ASSOCIATION, 33 MAIN ST., WEST SAYVILLE, NY 11796,01/01/2026,ONGOING,NOT INV REL,NOT DURING TRD/HRS, VP,ATTEND MEETINGS/SHARE EVENTS,ONCE A MTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-23
  • S66 Uniform Combined State Law Examination
    2013-04-23
Other Names
  • Karlyn Grasso

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