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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-13 |
Branch Locations
225 Broadhollow Road Suite 301, Melville, NY 11747 • United States
675 Third Avenue Suite 900, New York, NY 10017 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2014 | 02/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2017 | 10/2021 |
| Ameritas Life Insurance Corp Of New York | Lincoln | NE | 01/2017 | 10/2021 |
| Ameritas Investment Corp | Lincoln | NE | 02/2017 | 10/2021 |
| Dipaola Financial Group | Melville | NY | 01/2017 | 10/2021 |
| Equity Services, Inc. | Montpelier | VT | 10/2021 | Present |
| Wealthbridge Financial | Jericho | NY | 10/2021 | Present |
*WEALTHBRIDGE FINANCIAL GROUP, 225 BROAD HOLLOW ROAD,SUITE 301,MELVILLE, NY 11747,INV REL,10/13/2021,ONGOING,DURING TRD/HRS, INSURANCE,AGENT,160 HRS/MTH*NATIONAL LIFE INS CO,225 BROADHOLLOW ROAD, SUITE 301,MELVILLE, NY 11747,10/13/2021,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,160 HRS/MTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-29 |
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