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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
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 | 08/2014 | Present |
| National Life Group | Clifton Park | NY | 08/2014 | Present |
*NPA FINANCIAL LLC, 1407 RTE 9, BLDG 4, CLIFTON PARK NY 12065, INVESTMENT RELATED, INS SALES, AGENT. 8/2014-CURRENT. 160 HOURS A MONTH, DURING TRADE HRS. *TAYLOR & LEONARD.553 GLEN STREET,GLENS FALLS,NY 12801.AGENT.INV REL.DUR TRD HRS.10 HRS/MO.4/2016.I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES SELLING PROPERTY AND CASUALTY INSURANCE *FINANCIAL LITERACY ALLIANCE OF THE NORTHEAST. NO OFFICE SPACE, PO BOX 242 LATHAM NY 12110. 08/01/2018, INV REL, ONGOING, PRESIDENT, OVERSEE THE ORGANIZATIONS COMMITTEES AND RUN THE BOARD MEETINGS. MAKE SURE THE ORG IS IN GOOD ORDER, ENSURE EVERYTHING IN GOOD ORDER FOR EVENTS. DURING SOME TRADE HRS. VOLUNTEER POSITION. *REUTEMANN FINANCIAL GROUP (RFG). 1407 RTE 9, BLDG 4, CLIFTON PARK NY 12065, INVESTMENT RELATED. JANUARY 2026. DBA FOR PRACTICE. PARTNER. MEETING REGULARLY WITH CLIENTS. DAY TO DAY ACTIVITIES. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-04 |
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