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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-17 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
200 John James Audubon Suite 202, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Original Pancake House | Williamsville | NY | 05/2011 | 10/2025 |
| Vision Financial Group | Buffalo | NY | 05/2023 | 01/2025 |
| Equitable Advisors, Llc. | New York | NY | 10/2025 | 07/2026 |
| Equity Services Inc | Montpelier | VT | 07/2026 | Present |
| National Life Group | Amherst | NY | 07/2026 | Present |
*THE VERMONT AGENCY, 200 JOHN JAMES AUDUBON PKWY, SUITE 202, AMHERST, NY, 14228, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 10%*NPA FINANCIAL, 200 JOHN JAMES AUDUBON PKWY, SUITE 202, AMHERST, NY, 14228, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 10%*ODYSSEY FINANCIAL GROUP, 200 JOHN JAMES AUDUBON PKWY, SUITE 202, AMHERST, NY, 14228, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 10%*ORIGINAL PANCAKE HOUSE OF WESTERN NY, 5479 MAIN STREET, WILLIAMSVILLE, NY, 14221, ONGOING, NOT INV REL, VP OF FAMILY BUSINESS, NOT DURING TRD/HRS, 0%. *R JEWULA HOLDINGS LLC, 5479 MAIN STREET, WILLIAMSVILLE, NY, 14221, ONGOING, INV REL, 07/2026, BOARD MEMBER, PROPERTY OWNER, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-06 |
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