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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2007-03-12
  • VT RA
    APPROVED
    Since 2007-03-12

Branch Locations

354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equity Services, Inc. Montpelier VT 12/2002 Present
Other Businesses

NATIONAL LIFE, 354 MOUNTAIN VIEW DRIVE, SUITE 200, COLCHESTER VT 05446, INV REL. INS & ANN SALES. AGENT. 12/02-PRES. FULL-TIME. DUR TRAD HRS. INS SALES FOR NL & OTHER INS CO'S. *STARR BARNUM, NOT INV REL, BURLINGTON VT, PREPARE TAX RETURNS. TAX PREPARER. 02/06-PRES. 3-4 HRS/MO. DUR FEB. NOT DUR TRAD HRS. I PREPARE A FEW TAX RETURNS FOR FRIENDS & FAMILY. *STARR BARNUM V. INV REL. BURLINGTON, VT. INS SALES. SALES. 10/1/06-PRES. 200 HRS/MO. DUR TRAD HRS. AGENT FOR SEV INS CO'S TO SELL LIFE, DIS, & HEALTH INS. *THE VERMONT AGENCY, YOUR FINANCIAL SOLUTIONS PARTNER, INV. REL., IN COLCHESTER VT, INS. AND ANN. SALES, AGENT, 3/08-PRES., FULL TIME, DUR. TRAD. HRS, INS. AGENT FOR MULTIPLE COS SELLING LIFE INS., DI, LTC, AND ANNUITIES.*STARR BARNUM - CIRCLE OF WEALTH AND MONEYTRAX. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. NOT INV REL. DEC 2017. INSTRUCT OTHER LIFE INS AGENTS THE COW SOFTWARE AND PROCESS. TRAINER. DURING TRADE HRS. *HALCYON FINANCIAL PARTNERS. 354 MOUNTAIN VIEW DRIVE SUITE 200, COLCHESTER VT 05446. FEB 2019. INV REL. FINANCIAL SERVICES. PARTNER. FIXED FINANCIAL SERVICES. DURING TRADE HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-04-18
S65 Uniform Investment Adviser Law Examination 2007-02-13
  • S63 Uniform Securities Agent State Law Examination
    2011-04-18
  • S65 Uniform Investment Adviser Law Examination
    2007-02-13
Other Names
  • Starr Hickok Barnum

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