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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-24 |
Branch Locations
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | N Babylon | NY | 10/2007 | 02/2018 |
| Lpl Financial Llc | North Babylon | NY | 02/2018 | 12/2018 |
| Fsc Securities Corporation | South Setauket | NY | 12/2018 | 03/2023 |
| Equity Services | Montpelier | VT | 03/2023 | Present |
*RBMA LLC. 1375 DEER PARK AVE, NORTH BABYLON NY. INV REL. OCT 2018. OWNER. REAL ESTATE LLC. OWNER. OWN BUILDING, RENT OUT TO TENANTS. DURING TRADE HRS. *MCINTOSH TAX AND ASSET MANAGEMENT GROUP. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY. INV REL. OCT 2009. OWNER. PREPARING TAX RETURNS. DURING TRADE HRS. *ROBERT MCINTOSH- INSURANCE. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY. INV REL. FEB 1997. FIXED INS BUSINESS. BROKER. INS SALES, SERVICING EXISTING CONTRACTS. DURING TRADE HRS. *O'BRIEN PLANNING GROUP. 410 MOTOR PKWY 2ND FL HAUPPAUGE NY. INV REL. OCT 2024. LIFE INSURANCE SALES. INSURANCE AGENT. SERVICE CLIENTS. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-04 |
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