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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-21 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
1407 Route 9 Building 4 - 2Nd Floor, Clifton Park, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 11/2024 | Present |
| Npa Financial | Clifton Park | NY | 05/2024 | Present |
| Dicks Sporting Goods | Latham | NY | 05/2022 | 09/2022 |
| Pasta Pane | Clifton Park | NY | 11/2020 | 01/2022 |
| Shenendehowa School District | Clifton Park | NY | 09/2014 | 06/2020 |
| Suny Cortland | Cortland | NY | 08/2020 | 05/2022 |
| Binghamton University | Binghamton | NY | 08/2022 | 05/2024 |
*NPA FINANCIAL. 1407 US 9, CLIFTON PARK NY. INV REL. MAY 2024. PARAPLANNER. ANALYZE AND UPDATE CLIENTS' PORTFOLIOS TO ASSIST IN PREPARING ADVISORS FOR FINANCIAL PLAN MEETINGS WHILE FOCUSING MORE ON THE BEHIND THE SCENES WORK. DURING TRADE HRS. *THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR, SUITE 200 COLCHESTER VT. INV REL. MAY 2024. SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *REUTEMANN FINANCIAL GROUP (RFG). 1407 RTE 9, BLDG 4, CLIFTON PARK NY 12065, INVESTMENT RELATED. JANUARY 2026. DBA FOR PRACTICE. PARAPLANNER. REG ADMIN DUTIES. DAY TO DAY ACTIVITIES. DURING TRADE HRS. *TREVOR CONNORS. 14 CARPENTER WAY, CLIFTON PARK NY. NOT INV REL. DEC 2025. TIK TOK AFFILIATE PROGRAM INVOLVING PRODUCING/PUBLISHING SHORT FORM DIGITAL CONTENT FEATURING THIRD PARTY CONTENT. CREATOR. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-20 |
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