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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
1407 Route 9 Building 4 - 2Nd Floor, Clifton Park, NY 12065 • United States
120 West Avenue Suite 208, Saratoga Springs, NY 12866 • United States
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 07/2012 | Present |
| National Life Group/Npa Financial | Clifton Park | NY | 07/2012 | Present |
NPA FINANCIAL LLC,524 MAPLE AVE,SARATOGA SPRINGS,NY 12866,INV REL,INSURANCE AND INVESTMENTS,TO SELL LIFE, ANNUITY, DISABILITY, DENTAL, AGENT, SALES, 04/2012, 160 HRS A MONTH, DURING TRD/HRS *SARATOGA RUGBY FOOTBALL CLUB, 26A SYLVAN TRAIL,BALLSTON LAKE,NY 12019,NOT INV REL. RUGBY CLUB DISIGNED TO GROW RUGBY IN CAPITAL REGION. CFO. CURRENTLY ENG. 10 HRS/MO. DURING SOME TRADE HRS*EAST COAST ADVISORY INC,524 MAPLE AVE,SARATOGA SPRINGS,NY 12866,INV REL,INSURANCE AND SECURITIES, FINACIAL ADVISOR, 11/10/15,80 HRS/MTH, DURING TRADE HRS, I AM AN AGENT OR BROKER FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE, ANNUITY,DISABILITY,DENTAL. *SARATOGA SPRINGS CITY SCHOOL DISTRICT. 3 BLUE STREAK BLVD, SARATOGA SPRINGS NY 12866. MARCH 2018. NOT INV REL. FACILITIES MAINTENANCE. ON CALL MAINTENANCE POSITION. RANGING FROM REPAIRS/MAIN ON EQUIPMENT AND FACILITIES DOWN TO SNOW REMOVAL. DURING SOME TRADE HRS. *OUTDOOR ART ROOM LLC. 185A RUGGLES RD, SARATOGA SPRINGS NY. NOT INV REL. SEPT 2020. CHILDREN'S ART DAY CAMP. ADMIN. DEVELOP AND MAINTAIN CRS, RECORD KEEPING, AND LOGISTICS. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-06 |
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