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404 Old Liverpool Rd, Liverpool, NY 13088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 2024-05-09 |
| NY | RA | APPROVED | 2024-04-01 |
Branch Locations
651 Rte 22A North, Fair Haven, VT 05743 • United States
404 Old Liverpool Rd., Liverpool, NY 13088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-01-01 |
| NH | RA | APPROVED | 2024-04-16 |
Branch Locations
404 Old Liverpool Rd., Liverpool, NY 13088 • United States
651 Route 22A North, Fair Haven, VT 05743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Co Of Americ | New York | NY | 08/1987 | Present |
| Farm Family Insurance | Rutland | VT | 04/1997 | Present |
| American National Insurance | Perkinsville | VT | 10/2001 | Present |
| Pyle Agency | Perkinsville | VT | 10/1982 | Present |
| Advisory Group Equity Services Ltd | Reading | MA | 01/2008 | Present |
| Ibn Financial Services, Inc. | Liverpool | NY | 04/2024 | Present |
Medallion Jerseys LLC located at 160 Sheldon Rd, Fair Haven, VT 05743 is a dairy farm business selling milk and registered dairy cattle. Serves as a minority member of the LLC providing some management and chores. Started on October 15, 2020. 10 hours per month; 0 during securities related hours. This is not investment related. Owner/Agent of Pyle Agency, Inc., located at 651 Route 22A N, Fair Haven, VT 05743, sells life, disability, heath, long-term care, Medicare supplement, fixed annuity, Medicare advantage and prescription plans. As the owner/agent determine customer needs for, offer sales and service of insurance products. Started in October 1982. 120 hours per month; 80 hours during securities related hours. This is not investment related. Treasurer of the Vermont Jersey Breeders Association located at 160 Sheldon Rd, Fair Haven, VT 05743, is a dairy association. Duties include keeping the books, paying bills and reporting to the board of directors. Started on April 1, 2020. 2 hours per month; 0 hours during securities related hours. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-15 |
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