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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-04 |
Branch Locations
200 John James Audubon Suite 202, Amherst, NY 14228 • 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 |
|---|---|---|---|---|
| National Securities Corporation | Williamsville | NY | 04/2018 | 05/2021 |
| Ultimate | Lockport | NY | 01/2017 | 07/2018 |
| Cerjerti Moving | Lockport | NY | 09/2009 | 12/2017 |
| National Asset Management | Williamsville | NY | 11/2018 | 05/2021 |
| Tops Friendly Markets | Williamsville | NY | 12/2017 | 03/2018 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2021 | 12/2025 |
| Cetera Investment Advisers | Schaumburg | IL | 05/2021 | 12/2025 |
| Equity Services, Inc. | Montpelier | VT | 12/2025 | Present |
| National Life Group | Amherst | NY | 11/2025 | Present |
*HD TAX SOLUTIONS. 6049 TRANSIT ROAD SUITE 102 EAST AMHERST NY. NOT INV REL. DEC 2025. TAX PREP. TAX PREPARER. PREPARE RETURNS, ADVICE/SERVICETAXCLIENTS. DURING TRADE HRS. *THE VERMONT AGENCY. 200 JOHN JAMES AUDUBON PKY SUITE 202 AMHERST NY. INV REL. NOV 2025. SALES AND SERVICE OFFIXEDINSURANCE PRODUCTS. AGENT. DURING TRADE HRS. *NPA FINANCIAL. 200 JOHN JAMES AUDUBON PKY SUITE 202 AMHERST NY. INV REL. NOV 2025. SALES ANDSERVIOF FIXED INSURANCE PRODUCTS. AGENT. DURING TRADE HRS. *ODYSSEY FINANCIAL GROUP. 200 JOHN JAMES AUDUBON, SUITE 202 AMHERST NY. INV REL. FEB 2026. SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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