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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-08 |
Branch Locations
200 John James Audubon Suite 202, Amherst, NY 14228 • United States
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Rochester | NY | 03/2017 | 11/2024 |
| Massmutual Life Insurance Co | Rochester | NY | 07/2016 | 11/2024 |
| Msi Financial Services, Inc. | Williamsville | NY | 04/2015 | 03/2017 |
| Equity Services, Inc. | Montpelier | VT | 05/2025 | Present |
| National Life Group | Amherst | NY | 05/2025 | Present |
| Childress Performance Center | Grand Island | NY | 11/2024 | Present |
*NPA FINANCIAL. 200 JOHN JAMES AUDUBON, SUITE 202 AMHERST NY. INV REL. MAY 2025. SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *THE VERMONT AGENCY. 200 JOHN JAMES AUDUBON, SUITE 202 AMHERST NY. INV REL. MAY 2025. SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *PARTNERS AUTO AND HOME GROUP. 200 JOHN JAMES AUDUBON, SUITE 202 AMHERST NY. 09/09/2016. INV REL. SALES OF PROPERTY AND CAUSALITY INSURANCE. OWNER. DURING TRADE HRS. *RENTAL PROPERTY. 1432 KENMORE AVE, BUFFALO NY 14216. INV REL. MAY 2025. OWNER OF 2 RENTAL UNITS. LANDLORD. NOT DURING TRADE HRS. *CHILDRESS PERFORMANCE CENTER, 2399 GRAND ISLAND BOULEVARD, GRAND ISLAND NY 14072, NOT INV REL. 12/5/2022, GYM & FITNESS CENTER, OWNER, FINANCIAL OBLIGATIONS, NOT DURING TRADE HRS. *ODYSSEY FINANCIAL GROUP. 200 JOHN JAMES AUDUBON, SUITE 202 AMHERST NY. INV REL. FEB 2026. SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT/OWNER. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-12 |
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