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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
18 Computer Drive East Suite 101, Albany, NY 12205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cssc Investment Advisory Services | Albany | NY | 09/1999 | 08/2018 |
| Cssc Brokerage Services, Inc. | Albany | NY | 03/2007 | 08/2018 |
| Tm Byxbee Company | Albany | NY | 10/1996 | Present |
| Equity Services Inc | Montpelier | VT | 09/2018 | Present |
| National Life Group | Albany | NY | 09/2018 | Present |
*BEACON CONSULTING LLC,INV REL,18 COMPUTER DRIVE EAST,ALBANY,NY 12205,INV REL,ONGOING,BACK OFFICE OPERATIONS,PARNTER,7/30/99,DURING TRD/HRS,5%. *T.M.BYXBEE CO,CPAS,18 COMPUTER DRIVE EAST,SUITE101,ALBANY,NY 12205,09/01/2018,ONGOING,CPA FIRM,PARTNER,DURING TRD/HRS,80%. *NPA FINANCIAL,LLC,18 COMPUTER DRIVE EAST,ALBANY,NY 12205,08/30/2018,ONGING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,8%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-06 |
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