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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-09 |
Branch Locations
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • 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 |
|---|---|---|---|---|
| Metlife Securities | Hauppauge | NY | 11/2004 | 03/2017 |
| Mml Investors Services, Llc | Hauppauge | NY | 03/2017 | 09/2024 |
| Massmutual Life Insurance Co | Hauppauge | NY | 07/2016 | 09/2024 |
| Equity Services, Inc. | Montpelier | VT | 09/2024 | Present |
| National Life Group | Hauppauge | NY | 09/2024 | Present |
*TEACHERS BENEFITS ADVISOR. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY 11788. INV REL. UPDATED OCT 2024. BUSINESS NAME USED TO MARKET TO TEACHERS AND K-12 EMPLOYEES. FINANCIAL SERVICES REP. MARKETING TO K-12 EMPLOYEES THROUGH PROMOS, WEBSITE, AND SOCIAL MEDIA. DURING TRADE HRS. *ATLAS BENEFITS ADVISOR. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY 11788. INV REL. FEB 2025. BUSINESS NAME ESTABLISHED TO MARKET FINANCIAL PLANNING AS A SUPPLEMENT TO EXISTING BENEFITS AT WORK. PRESIDENT/FOUNDER. MARKETING, RECOMMENDATIONS, AND IMPLEMENTATION OF FINANCIAL STRATEGIES. DURING TRADE HRS. *OFFICER'S BENEFITS ADVISOR. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY 11788. INV REL. FEB 2025. BUSINESS NAME ESTABLISHED TO MARKET FINANCIAL PLANNING AS A SUPPLEMENT TO EXISTING BENEFITS AT WORK. PRESIDENT/FOUNDER. MARKETING, RECOMMENDATIONS, AND IMPLEMENTATION OF FINANCIAL STRATEGIES. DURING TRADE HRS. *NURSE'S BENEFITS ADVISOR. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY 11788. INV REL. FEB 2025. BUSINESS NAME ESTABLISHED TO MARKET FINANCIAL PLANNING AS A SUPPLEMENT TO EXISTING BENEFITS AT WORK. PRESIDENT/FOUNDER. MARKETING, RECOMMENDATIONS, AND IMPLEMENTATION OF FINANCIAL STRATEGIES. DURING TRADE HRS. *VOLUNTARY BENEFITS ADVISOR. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY 11788. INV REL. FEB 2025. BUSINESS NAME ESTABLISHED TO MARKET FINANCIAL PLANNING AS A SUPPLEMENT TO EXISTING BENEFITS AT WORK. PRESIDENT/FOUNDER. MARKETING, RECOMMENDATIONS, AND IMPLEMENTATION OF FINANCIAL STRATEGIES. DURING TRADE HRS*EASTERN ADVISORY GROUP. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY 11788. INV REL. JUNE 2025. DBA NAME FOR FIXED INSURANCE. AGENT. MARKETING, RECOMMENDATIONS, AND STRATEGIES FOR CLIENTS. DURING TRADE HRS*403BCHECKUP,410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788,01/12/2026,ONGOING,WEBSITE DOMAIN USED TO MARKET,INV REL,DURING TRD/HRS,10 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-30 |
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