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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-22
  • NY RA
    APPROVED
    Since 2021-06-22

Branch Locations

410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Hornor Townsend & Kent Inc Horsham PA 04/2016 05/2018
Penn Mutual Life Insurance Co Horsham PA 04/2016 05/2018
National Life Group Hauppauge NY 05/2018 Present
Equity Services Inc Montpelier VT 05/2018 Present
  • 04/2016 → 05/2018
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 04/2016 → 05/2018
    Penn Mutual Life Insurance Co
    Horsham, PA
  • 05/2018 → Present
    National Life Group
    Hauppauge, NY
  • 05/2018 → Present
    Montpelier, VT
Other Businesses

*MAVERYCK INSURANCE AGENCY. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. INV REL. MAY 2024. LIFE PRODUCT SALES AND SERVICE TO CLIENTS. AGENT. DURING TRADE HRS. *EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. JULY 2025. INV REL. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS INCLUDING LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-07-10
  • S63 Uniform Securities Agent State Law Examination
    2009-07-10

View on SEC IAPD

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