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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-04 |
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 |
|---|---|---|---|---|
| Cdphp | Latham | NY | 02/2023 | 06/2025 |
| Vascular Health Partners | Latham | NY | 02/2021 | 01/2023 |
| Target | Colonie | NY | 03/2022 | 08/2023 |
| Bath & Body Works, Llc | Peabody | MA | 11/2017 | 03/2021 |
| Burtons Grill & Bar | Burlington | MA | 01/2019 | 03/2021 |
| Regal Cinemas | Albany | NY | 02/2016 | 04/2017 |
| East Carolina University | Greenville | SC | 08/2016 | 05/2017 |
| Salem State University | Salem | MA | 08/2017 | 05/2020 |
| Unemployed | Slingersland | NY | 06/2017 | 07/2017 |
| Equitable Advisors, Llc. | New York | NY | 05/2025 | 02/2026 |
| Equity Services, Inc. | Montpelier | VT | 03/2026 | Present |
| The Vermont Agency | Clifton Park | NY | 03/2026 | Present |
*RAZZANO LAW. 215 WASHINGTON AVE EXT, ALBANY NY 12205. NOT INV REL. FEB 2026. ESTATE PLANNING LAW FIRM. ADMIN ASST. INBOUND/OUTBOUND CALLS, PREPPING AND SCANNING PAPERWORK, WITNESSING ESTATE PLANNING SIGNINGS. 20-40 HRS PER MONTH, DURING TRADE HRS. *NPA FINANCIAL. 1407 ROUTE 9 BUILDING 4 CLIFTON PARK NY. INV REL. MARCH 2026. SALES AND SERVICE OF FIXED PRODUCTS. AGENT. DURING TRADE HRS. *TRAVELING TAILS AND RAGAMUFFIN RESCUE. 17 ONEIDA COURT, SLINGERLANDS NY. NOT INV REL. APRIL 2026. BOARD MEMBER FOR CHARITABLE ORG FOCUSED ON ANIMAL RESCUE AND ADOPTION. SETTING UP PET PROFILES, ORGANIZING VOLUNTEERS, ADOPTION EVENTS/FUNDRAISERS, HELPING WITH ADMIN TASKS. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-07 |
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