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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-07 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
1407 Route 9 Building 4 - 2Nd Floor, Clifton Park, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Depaula Chevrolet | Albany | NY | 11/2015 | 12/2021 |
| Npa Financial | Clifton Park | NY | 12/2021 | Present |
| Equity Services, Inc. | Montpelier | VT | 01/2022 | Present |
*NPA FINANCIAL. 1407 ROUTE 9, BUILDING 4 - 2ND FL, CLIFTON PARK NY. INV REL. DEC 2021. SALE AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *GUILDERLAND CHAMBER OF COMMERCE. VARIOUS LOCATIONS. OCT 2023. NOT INV REL. CHAMBER AMBASSADOR. COMMUNICATE WITH EXISTING CHAMBER MEMBERS AS WELL AS PROMOTE EVENTS AND BENEFITS TO NEW MEMBERS. DEVELOP STRONG RELATIONSHIPS WITH MEMBERS BY ATTENDING EVENTS AND HELP FACILITATE COMMUNICATION IF ISSUES MAY ARISE. DURING SOME TRADE HRS. *GUILDERLAND CHAMBER OF COMMERCE. 300 GREAT OAKS BLVD, SUITE 300, ALBANY NY. NOT INV REL. JULY 2024. CHAMBER OF COMMERCE. BOARD MEMBER. OVERSEE OPERATIONS, POLICIES, PROCEDURES, MAINTAINING FINANCIAL OVERSIGHT, STAFFING, AND PROVIDING OVERSIGHT TO CHAMBER. DURING SOME TRADE HRS. *TEACHERS PENSION. 1407 ROUTE 9, BUILDING 4 - 2ND FL, CLIFTON PARK NY. INV REL. OCT 2024. MARKETING AND OPPORTUNITIES FOR AGENTS TO GET IN FRONT OF TEACHERS. AGENT. PROVIDE EDUCATION AND ADVICE ABOUT BENEFITS AVAILABLE TO TEACHERS AND STAFF. HELP THEM SET UP RETIREMENT ACCOUNTS AND LIFE INSURANCE. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-07 |
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