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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-03
  • NY RA
    APPROVED
    Since 2026-06-03

Branch Locations

421 Troy Schenectady Rd, Latham, NY 12110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Life Group Latham NY 11/2025 Present
Equity Services Inc Montpelier VT 11/2025 Present
Ellis Medicine Schenectady NY 12/2024 06/2025
Albany Medical Center Albany NY 05/2014 10/2024
Unemployed Albany NY 07/2025 11/2025
  • 11/2025 → Present
    National Life Group
    Latham, NY
  • 11/2025 → Present
    Montpelier, VT
  • 12/2024 → 06/2025
    Ellis Medicine
    Schenectady, NY
  • 05/2014 → 10/2024
    Albany Medical Center
    Albany, NY
  • 07/2025 → 11/2025
    Unemployed
    Albany, NY
Other Businesses

*THOROUGHBRED ADVISORS,421 TROY SCHENECTADY RD, LATHAM, NY 12110, 11/25/2025, ONGOING, INV REL, DURING TRD/HRS, INSURANCE, AGENT, 100%*CLUB WAKA KICKBALL LEAGUE, 169 BENSON ST., ALBANY, NY 12206, 06/26/2025, NOT INV REL, NOT DURING TRD/HRS, SEASONAL MAY-OCT, SOCIAL MANAGER, 5%*DOORDASH,169 BENSON ST., ALBANY,NY 12206,01/05/2026,NOT INV REL,ONGOING,FOOD DELIVERY SERVICE,DURING TRAD/HRS,7%*ST PETERS, 315 S MANNING BLVD, ALBANY NY 12208, 07/22/2026, ONGOING, HEALTHCARE TECH,NOT INV REL, NOT DURING TRD/HRS,20%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-02
  • S66 Uniform Combined State Law Examination
    2026-06-02

View on SEC IAPD

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