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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-02 |
Branch Locations
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States
3 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Melville | NY | 04/2014 | 11/2021 |
| New York Life Insurance Company | Melville | NY | 02/2014 | 11/2021 |
| Equity Services, Inc. | Montpelier | VT | 11/2021 | 06/2024 |
| National Life Group | Hauppauge | NY | 11/2021 | Present |
| Equity Services Inc | Montpelier | VT | 08/2024 | Present |
*ISLAND WEALTH SOLUTIONS INC. 410 MOTOR PARKWAY, HAUPPAUGE, NY, 11788. INV REL, ONGOING, AUGUST 2024. CEO. WEBSITE FOR BUSINESS. DURING TRD/HRS. **EASTERN ADVISORY GROUP,410 MOTOR PARKWAY,HAUPPAGUE,NY 11788, ONGOING,06/16/2025,AGENT,INSURANCE,INV REL,DURING TRD/HRS,40 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
| S66 | Uniform Combined State Law Examination | 2022-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-04 |
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