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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-15 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | East Northport | NY | 07/2019 | 03/2022 |
| J.P. Morgan Securities Llc. | East Northport | NY | 09/2019 | 03/2022 |
| Jpmorgan Chase Bank, N.A. | East Northport | NY | 12/2017 | 06/2019 |
| Gap Inc | Commack | NY | 10/2013 | 12/2017 |
| Farmingdale State College | Farmingdale | NY | 08/2015 | 05/2019 |
| National Life Group | Hauppauge | NY | 03/2022 | Present |
| Equity Services Inc. | Montpelier | VT | 03/2022 | Present |
*EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. INV REL. 10/01/2025, FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS - LIFE, HEALTH, DISABILITY, AND LTC PRODUCTS. DURING TRADE HRS. *RLH DIAMOND GROUP. 1414 WANTAGH AVE, WANTAGH NY. INV REL. OCT 2024. ASSIST SERVICING FAMILY BUSINESS P&C COMPANY TWO DAYS A WEEK. CUSTOMER SERVICE REP. ASSIST WITH CLIENTS SERVICE NEEDS AS IT RELATES TO THEIR HOME AND AUTO INS POLICIES. DURING TRADE HRS. *KINGS PARK CHAMBER OF COMMERCE. 1 CHURCH ST, KINGS PARK NY. JAN 2025. NOT INV REL. BOARD MEMBER FOR HOMETOWNS LOCAL CHAMBER OF COMMERCE. DIRECTOR. ATTEND BOARD MEETINGS, ADVOCACY FOR THE TOWN AND ITS BUSINESS COMMUNITY, VOTING ON MOTIONS BROUGHT TO BOARD, PLANNING COMMUNITY OUTREACH EVENTS. DURING SOME TRADE HRS. *MCINTOSH TAX & ASSET MANAGEMENT. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. INV REL. JUNE 2025. MARKETING AND AFFILIATION FOR SELLING FIXED PRODUCTS. AGENT. JR MARKETING AND FIXED SELLING .DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-19 |
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