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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-19 |
Branch Locations
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States
380 North Broadway Suite 306, Jericho, NY 11753 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dac Tax & Accounting Svcs, Inc | Jericho | NY | 01/1985 | Present |
| First Allied Securities, Inc. | San Diego | CA | 05/2016 | 04/2022 |
| First Allied Advisory Services, Inc. | Schaumburg | IL | 05/2016 | 04/2022 |
| National Life | Hauppauge | NY | 04/2022 | Present |
| Equity Services, Inc. | Montpelier | VT | 04/2022 | Present |
*DAVID CRITELLI. 380 NORTH BROADWAY, SUITE 306, JERICHO NY 11753. INV REL. MAY 2016. FIXED INS, LIFE, HEALTH, ANNUITIES, LTC, DISABILITY INS. AGENT WITH VARIOUS CARRIERS. SALE AND SERVICE OF FIXED INS PRODUCTS. DURING TRADE HRS. *DIX HILLS FIRE DEPARTMENT. 1219 CARLL STRAIGHT PATH, DIX HILLS, NY. NOT INV REL. JAN 2006. PRODUCE MONTHLY REPORTS AND PAY BILLS FOR STATION. TREASURER. MEET WITH TRUSEE COMMITTEE TO GO OVER BOOKS, PAY BILLS, REPORTS. DURING SOME TRADE HRS. *DAC TAX & ACCOUNTING. 380 NORTH BROADWAY, SUITE 306, JERICHO NY 11753. NOT INV REL. JAN 1985. TAX PREP. OWNER/PRESIDENT. PREPARE AND FILE TAXES FOR CLIENTS. DURING SOME TRADE HRS*EASTERN ADVISORY GROUP, 380 NORTH BROADWAY STE 306 JERICHO, NY 11753,10/02/2025,ONGOING,INV REL,DURING TRD/HRS, INSURANCE,AGENT,50%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-25 |
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