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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-14 |
Branch Locations
675 Third Avenue Suite 900, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | White Plains | NY | 05/2021 | 06/2024 |
| Nexstar Media Group | New York | NY | 08/2009 | 05/2021 |
| Nylife Securities Llc. | White Plains | NY | 09/2021 | 06/2024 |
| Equity Services, Inc. | Montpelier | VT | 08/2024 | Present |
| National Life Group | New York | NY | 07/2024 | Present |
*UBER EATS,100 DONIZETTI PLACE, BRONX, NY 10475,10/01/2023,ONGOING, FOOD DELIVERY, INDEPENDENT CONTRACTOR,NOT INV REL,NOT DURING TRD/HRS,0%*SHANA DIMARCO,675 3RD AVENUE, SUITE 900, NEW YORK, NY 10017,07/29/2024,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,100%*WEALTHBRIDGE FINANCIAL GROUP,675 THIRD AVE,9TH FLOOR,NEW YORK, NY 10017,01/22/2025,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-11 |
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