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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
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • 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 Life | Hauppauge | NY | 05/2016 | Present |
| Equity Services, Inc. | Montpelier | VT | 06/2016 | Present |
*EAST END TAX & ACCOUNTING, LLC. 19 MILL POND LANE, EAST MORICHES, NY 11940. NOT INV REL. JAN 2019. TAX PREP. MEMBER, SINGLE MEMBER LLC. IRS ENROLLED AGENT. DURING SOME TRADE HRS. *HORIZON REALTY MANAGEMENT LLC. 315 BROADWAY STREET, MYRTLE BEACH SC. INV REL. SEPT 2023. RESIDENTIAL RENTAL. MANAGER. INV IN RENTAL REAL ESTATE, SUPERVISE RENTAL AGENT. DURING SOME TRADE HRS. *EASTERN ADVISORY GROUP. 410 MOTOR PKWY 2ND FL, HAUPPAUGE NY. INV REL. JULY 2025. FIXED INS. AGENT. SELL FIXED INS AND PRODUCTS -LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-27 |
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