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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-11-23
  • NY RA
    APPROVED
    Since 2022-11-23

Branch Locations

421 Troy Schenectady Rd, Latham, NY 12110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
David Varriale Construction Hudson NY 05/2016 12/2018
Meltz Lumber Ghent NY 06/2018 10/2018
Legendary Marketing New Rochelle NY 12/2018 04/2019
Thoroughbred Advisors Latham NY 05/2019 Present
National Life Group Latham NY 05/2019 Present
  • 05/2016 → 12/2018
    David Varriale Construction
    Hudson, NY
  • 06/2018 → 10/2018
    Meltz Lumber
    Ghent, NY
  • 12/2018 → 04/2019
    Legendary Marketing
    New Rochelle, NY
  • 05/2019 → Present
    Thoroughbred Advisors
    Latham, NY
  • 05/2019 → Present
    National Life Group
    Latham, NY
Other Businesses

*THOROUGHBRED ADVISORS,421 TROY SCHENECTADY RD, LATHAM, NY 12110,04/01/2019,INV REL,INSURANCE,AGENT,DURING TRD/HRS,ONGOING,SELL LIFE, ACCIDENT, HEALTH, LTC, FIXED ANNUITIES, DISABILITY INSURANCE,100%*THE 4U FOUNDATION,44 GOLF COURSE RD.,CRARYVILLE,NY 12521,05/2025,ONGOING,NOT INV REL,NOT DURING TRD/HRS,VOLUNTEER, CHARITY WORK TO PROVIDE WARENESS FOR SOCIAL AND EDUCATIONAL PROGRAMING TO YOUTH AT RISH OF HOMELESSNESS,0%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-23
  • S66 Uniform Combined State Law Examination
    2022-11-23

View on SEC IAPD

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