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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
333 Aviation Road Building B, Queensbury, NY 12804 • United States
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whittemore, Dowen And Ricciardelli, Llp | Queensbury | NY | 04/2006 | Present |
| Wdr Financial Services, Llc | Queensbury | NY | 12/2007 | Present |
| Equity Services, Inc. | Montpelier | VT | 02/2008 | Present |
| Npa Financial | Clifton Park | NY | 02/2008 | Present |
WHITEMORE, DOWEN AND RICCIARDELLI, LLP. NOT INV REL. CPA FIRM. PARTNER. 04/15/06-PRES. 200 HRS/MO. DUR TRAD HRS. PARTNER IN A CPA FIRM. *WDR FINANCIAL SERVICES, LLC. INV REL. INSURANCE AND TAX SERVICES. MANAGER. 12/07-PRES. 40 HRS/MO. DUR TRAD HRS. THE BUSINESS IS BEING FORMED TO PROVIDE INSURANCE AND TAX SERVICES. * EXECUTIVE PARK WEST, LLC 333 AVIATION RD., BUILDING B, QUEENSBURY, NY 12804; YES; REAL ESTATE- COMMERCIAL BUILDING; VP; 07/27/2011; 5 HRS/MO; NO; I AM VP OF THE COMPANY AND MONITOR RENTAL INCOME AND EXPENSES; REAL ESTATE RENTAL.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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