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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-02
  • NY RA
    APPROVED
    Since 2021-11-02

Branch Locations

410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • 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
Nylife Securities Llc Medford NY 03/2018 07/2019
New York Life Insurance Company Medford NY 02/2018 07/2019
Zorn'S Of Bethpage, Inc Bethpage NY 10/2016 04/2018
Eastern Suffolk Boces Bellport NY 09/2014 04/2019
Quanasta, Inc East Setauket NY 01/2011 03/2018
Uav Coach, Inc New York NY 05/2016 03/2017
National Life Group Hauppauge NY 07/2019 Present
Equity Services Inc Montpelier VT 07/2019 Present
  • 03/2018 → 07/2019
    Nylife Securities Llc
    Medford, NY
  • 02/2018 → 07/2019
    New York Life Insurance Company
    Medford, NY
  • 10/2016 → 04/2018
    Zorn'S Of Bethpage, Inc
    Bethpage, NY
  • 09/2014 → 04/2019
    Eastern Suffolk Boces
    Bellport, NY
  • 01/2011 → 03/2018
    Quanasta, Inc
    East Setauket, NY
  • 05/2016 → 03/2017
    Uav Coach, Inc
    New York, NY
  • 07/2019 → Present
    National Life Group
    Hauppauge, NY
  • 07/2019 → Present
    Montpelier, VT
Other Businesses

*DAVID JOHN JENSEN, 7 GAME COURT EAST SETAUKET, NY 11733. 07/21/2019. NOT INV REL. PROPRIETOR. JANITORIAL/HANDYMAN SERVICES, NOT DURING TRD/HRS, 0%*QUANASTA INC. 7 GAME COURT E, SETAUKET NY. NOT INV REL. AUG 2020. JANITORIAL SERVICE TO BUSINESS/INDUSTRY. PRESIDENT. GENERAL MANAGEMENT, SCHEDULE WORK, BANK RECON. DURING TRADE HRS*EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. JULY 2025. INV REL. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS INCLUDING LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS*JENSEN LIFETIME FINANCIAL SOLUTIONS, 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788,ONGOING,4/1/2026, OWNER, BRANDING FOR PRACTICE, INSURANCE,INV REL,DURING TRD/HRS,50%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-01
S63 Uniform Securities Agent State Law Examination 2018-05-21
  • S65 Uniform Investment Adviser Law Examination
    2021-11-01
  • S63 Uniform Securities Agent State Law Examination
    2018-05-21

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