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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-02-05
  • FL RA
    APPROVED
    Since 2018-02-05

Branch Locations

354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States

Melbourne, FL • 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
National Life Group Montpelier VT 01/1991 Present
Equity Services, Inc. Albany NY 03/1991 Present
  • 01/1991 → Present
    National Life Group
    Montpelier, VT
  • 03/1991 → Present
    Albany, NY
Other Businesses

NPA FINANCIAL, LLC. INVESTMENT RELATED. 1425 ARUNDEL WAY MELBOURNE, FL. INSURANCE SALES AGENT. 11/90-PRES. 150 HR PER MNTH. DURING TRADING HRS. AGENT TO SELL LIFE, DISABILITY, HEALTH INSURANCE AND ANNUITIES. *SLOCUM, DEANGELUS AND ASSOCIATES FINANCIAL SERVICES, LLC. 1425 ARUNDEL WAY MELBOURNE, FL. INVESTMENT RELATED. SALES REP, JULY 05-PRES. 20 HR PER MNTH, DURING TRADING HRS. AGENT FOR INSURANCE AND INVESTMENT PRODUCTS.*NATIONAL LIFE. INV. REL.1425 ARUNDEL WAY MELBOURNE, FL. INSURANCE SALES GENERAL AGENT. 200 HR PER MNTH. SUPERVISE AGENTS WHO SELL INSURANCE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-12-19
  • S63 Uniform Securities Agent State Law Examination
    1983-12-19
Designations

View on SEC IAPD

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