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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-13 |
Branch Locations
225 Broadhollow Road Suite 301, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 03/2026 | Present |
| National Life Group | Melville | NY | 08/2025 | Present |
| Portofino Italian Restaurant | Huntington | NY | 05/2022 | 01/2025 |
| Bite Investments | New York | NY | 06/2024 | 08/2024 |
| Ncd Communications | Valley Stream | NY | 07/2021 | 08/2021 |
| Superior Ice Rink | Kings Park | NY | 08/2018 | 10/2019 |
| Ace Hardware | Smithtown | NY | 07/2020 | 06/2021 |
| Texas Roadhouse | Amherst | MA | 02/2025 | 06/2025 |
| Unemployed | N/A | XX | 02/2016 | 08/2018 |
| Unemployed | N/A | XX | 10/2019 | 07/2020 |
| Unemployed | N/A | XX | 08/2021 | 05/2022 |
| Unemployed | N/A | XX | 06/2025 | 08/2025 |
*WEALTHBRIDGE,225 BROADHOLLOW RD, MELVILLE, NY 11747,03/2026,ONGOING,INV REL,DURING TRD/HRS, INSURANCE,AGENT,100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-13 |
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