David Joseph Chiusano

Current Employers

Equity Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-07-28
NJ	RA	APPROVED	2014-01-09

NY RA
APPROVED

Since 2025-07-28
NJ RA
APPROVED

Since 2014-01-09

Branch Locations

Oneonta, NY • United States

200 Schulz Drive Suite 125, Red Bank, NJ 07701 • 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

Organization	City	State	From	To
Equity Services, Inc	Montpelier	VT	01/2014	Present
National Life Group	Red Bank	NJ	01/2014	Present

01/2014 → Present

Equity Services, Inc

Montpelier, VT
01/2014 → Present

National Life Group

Red Bank, NJ

Previous Registrations

2003-07-21 → 2014-01-02

Msi Financial Services, Inc.

Hackensack, NJ

Iselin, NJ

Other Businesses

*NL FINANCIAL ALLIANCE / NATIONAL LIFE INSURANCE COMPANY - 376 EVENING INN ROAD, ONEONTA, NY. INV REL. SALES AGENT - INSURANCE SALES - 01/2014 TO PRESENT - 160HRS DURING TRADING HRS - AGENT*LIFESTYLE FINANCIAL STRATEGIES, LLC. 376 EVENING INN ROAD, ONEONTA, NY. INV REL. INS SALES. FINANCIAL ADVISOR. JAN 2014- CURRENT. 160 HRS/MO. DURING TRADE HRS. *INTEGRATED FINANCIAL CONCEPTS.376 EVENING INN ROAD, ONEONTA, NY. INV REL. INS SALES. SALES AGENT. FEB 2015-CURRENT. 160 HRS/MO. DURING TRADE HRS. *LIFESTYLE FINANCIAL STRATEGIES,LLC, 376 EVENING INN ROAD, ONEONTA, NY, 05/01/2017, ONGOING, INV REL, REFERER, REFER BUSINESS CLIENTS TO BALANCE POINT FOR HR AND PAYROLL SERVICES, THEY WILL REFER CLIENTS FOR INSURANCE LEADS,1%,DURING TRD/HRS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-10-30

S63 Uniform Securities Agent State Law Examination

1991-10-30

Other Names

Dave Chiusano

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