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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
553 Glen Street, Glens Falls, NY 12801 • United States
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • 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 |
|---|---|---|---|---|
| Independent Brokers Associates | Glens Falls | NY | 09/1985 | Present |
| Equity Services, Inc. | Albany | NY | 02/1987 | Present |
*TAYLOR AND LEONARD,553 GLEN STREET,GLENS FALLS, NY 12801,INVESTMENT RELATED, INSURANCE SALES,OWNER,03/31/2011,40 HRS/MTH,DURING TRADING HRS,I AM AN AGENT OR BROKER FOR SEVERAL INSURANCE COMPANIES TO SELL PROPERTY AND CASUALTY AND SECURITIES AND DO SO UNDER DBA TAYLOR ADN LEONARD. *INDIAN GRANDSTANDERS OF GLENS FALLS INC, 10 QUADE STREET,GLEN FALLS,NY 12801,NOT INV RELATED,HIGH SHCOOL BOOSTER CLUB,BOARD OF DIRECTORS, 12/4/2015,2 HRS/MTH,NOT DURING TRADE HRS,BOARD IS A NON-PROFIT THAT SUPPORTS GLENS FALLS HIGH SCHOOL ATHETICS AND STUDENTS. *553 GLEN STREET LLC. 553 GLEN ST, GLENS FALLS, NY 12801. INV REL. OCT 2025. PARTNER OF LLC FOR RENTAL PROPERTY DEEDED TO 553 GLEN ST LLC. MANAGE PROPERTY FINANCIES, REPAIRS, AND MAINTENENCE. DURING SOME TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-03 |
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