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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-20 |
Branch Locations
1407 Route 9 Building 4 - 2Nd Floor, Clifton Park, NY 12065 • United States
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
201 South 2Nd Street, Fulton, NY 13069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret. Grant & Co., Inc. | Oswego | NY | 03/2010 | 03/2025 |
| Pathfinder Investment Services | Oswego | NY | 03/2010 | 07/2020 |
| Equity Services, Inc | Montpelier | VT | 03/2025 | Present |
| National Life Group | Clifton Park | NY | 03/2025 | Present |
*NPA FINANCIAL. 1407 US9, CLIFTON PARK NY. INV REL. MARCH 2025. SALES AND SERVICE OF FIXED INSURANCE PRODUCTS. AGENT. DURING TRADE HRS. *CHILD ADVOCACY CENTER OF OSWEGO COUNTY, 163 S. 1ST ST, FULTON, NY, NOT INV REL. BOARD OF DIRECTORS, SIT ON BOARD OF DIRECTORS AND OPERATIONS COMMITTEE. MEMBER. 3 HOURS PER MONTH, NOT DURING TRADE HRS. *C&A FITZPATRICK PROPERTIES LLC. 201 S 2ND ST, FULTON NY. INV REL. RENTAL REAL ESTATE. MEMBER. OWNER/LANDLORD. DURING SOME TRADE HRS. *FITZPATRICK FINANCIAL. 201 S 2ND ST, FULTON NY. MARCH 2025. DBA FOR FIXED INSURANCE BUSINESS. AGENT/OWNER. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-04-07 |
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