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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-22
  • NY RA
    APPROVED
    Since 2021-06-22

Branch Locations

410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States

380 North Broadway Suite 306, Jericho, NY 11753 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equity Services Montpelier VT 08/2011 Present
National Life Hauppauge NY 08/2011 Present
  • 08/2011 → Present
    Equity Services
    Montpelier, VT
  • 08/2011 → Present
    National Life
    Hauppauge, NY
Other Businesses

*JOHN COLEMAN - LEGAL SHIELD. 40 MIRO PLACE, PORT WASHINGTON NY. FEB 2024. NOT INV REL. OFFER A PRIMARILY GROUP BENEFIT OF DISCOUNTED LEGAL PROTECTION FOR WILLS, RUST CREATION, ETC. NO TITLE. PROVIDE GROUP OR INDIVIDUAL DISCOUNTED LEGAL SERVICES NETWORK AS A GROUP BENEFIT. DURING TRADE HRS. *EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. 08/05/2025. INV REL. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS, INCLUDING LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-07-24
  • S63 Uniform Securities Agent State Law Examination
    1992-07-24

View on SEC IAPD

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