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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Greenfield | NY | 07/2010 | 09/2016 |
| Unemployed | Saratoga Springs | NY | 10/2016 | 12/2017 |
| Place Called Om | Albany | NY | 01/2018 | 08/2026 |
| National Life Group | Latham | NY | 07/2020 | Present |
| Equity Services Inc | Montpelier | VT | 08/2020 | Present |
*PURPOSIVE PLANNING LLC, 51 WINNERS CIRCLE,SARATOGA SPRINGS, NY 12866,01//01/2018,ONGOING, NOT INV REL, MENTAL HEALTH COUNSELING, NOT DURING TRD/HRS,1-3HRS/WK. *SARATOGA SPRINGS SCHOOL DISTRICT,3 BLUESTREAK BLVD, SARATOGA SPRINGS, NY 12208, 01/01/2018, ONGOING, INSTRUCTOR, CONTINUING ADULT EDUCATION, NOT DURING TRD/HRS, BY APPT. *THOROUGHBRED ADVISORS LLC, 421 TROY SCHENECTADY ROAD, LATHAM, NY, 12110, ONGOING, INV REL, 12/11/2024, INSURANCE, AGENT, DURING TRD/HRS, 100%*THE BALANCED JOURNEY: A PANDA PARENTING SUPPORT GROUP, 51 WINNERS CIRCLE, SARATOGA SPRINGS, NY, 12866, FEW TIMES A YR, NOT INV REL, 04/07/2025, FACILITATOR FOR FAMILIES WITH SPECIAL NEEDS CHILDREN SUPPORT GROUP, DURING TRD/HRS, ONE HR A FEW TIMES A YR*FAMILY NETWORK-PANDA, 51 WINNERS CIRCLE, SARATOGA SPRINGS, NY, 12866, FEW TIMES A YR, NOT INV REL, 04/07/2025, FACILITATOR FOR PARENTING NETWORK FOR FAMILIES WITH SPECIAL NEEDS CHILDREN, DURING TRD/HRS, ONE HR A FEW TIMES A YR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-13 |
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