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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
675 Third Avenue Suite 900, New York, NY 10017 • United States
225 Broadhollow Road Suite 301, Melville, NY 11747 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Guardian Life Ins. Co. | New York | NY | 03/1993 | 08/2019 |
| Park Avenue Securities Llc | New York | NY | 09/1999 | 08/2019 |
| National Life Ins Co | New York | NY | 02/2019 | Present |
| Equity Services, Inc. | Montpelier | VT | 09/2019 | Present |
*OUTSIDE INSURANCE SALES. 675 THIRD AVE STE 900 - NY, NY 10017. INV REL. SALES OF LTC, GROUP AND INDIVIDUAL HEALTH BENEFITS FIXED ANNUITIES AND FIXED LIFE AND TERM PRODUCTS. 06/01/1999. DURING TRADE HRS. *WEALTHBRIDGE FINANCIAL GROUP. 675 THIRD AVE STE 900, NY,NY 10017 - INV REL. INSURANCE SALES - SALES AGENT - 02/2019 TO PRESENT - I AM AN AGENT BROKER FROM A NLV AGENCY. 160 HRS DURING TRADING HRS 9/4. *NATIONAL LIFE INS CO. - 675 THIRD AVE STE 900, NY,NY 10017 - INV REL. INSURANCE SALES - SALES AGENT - 02/2019 TO PRESENT - I AM AN AGENT BROKER FROM A NLV AGENCY. 160 HRS DURING TRADING HRS 9/4
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-12 |
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