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Daniel Edward Flamma

Equity Services, Inc.

Media, PA

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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-04-11
  • PA RA
    APPROVED
    Since 2019-04-11

Branch Locations

Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • 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
Wells Fargo Advisors, Llc Turnersville NJ 02/2016 11/2016
Wells Fargo Clearing Services, Llc Turnersville NJ 11/2016 11/2017
National Life Group Media PA 11/2017 Present
Equity Services Inc Montpelier VT 11/2017 Present
Previous Registrations
  • 2016-02-04 → 2017-11-24
    Haddon Township, NJ
    Turnersville, NJ
    Sewell, NJ
    Haddonfield, NJ
  • 2014-03-11 → 2016-02-09
    Margate, NJ
    Atlantic City, NJ
    Absecon, NJ
    Ocean City, NJ
    Pleasantville, NJ
    Linwood, NJ
  • 2013-05-03 → 2014-02-20
    Questar Asset Management, Inc.
    Minneapolis, MN
  • 2012-11-06 → 2013-05-03
    Turnersville, NJ
    Mt. Laurel, NJ
  • 2012-10-01 → 2012-11-02
    Turnersville, NJ
    Arden Hills, MN
  • 2012-04-05 → 2012-09-24
    Fortis Capital Management, Llc
    Turnersville, NJ
  • 2011-08-22 → 2012-04-04
    Sewell, NJ
    Cornelius, NC
  • 2004-12-16 → 2010-05-28
    Lincoln Financial Distributors, Inc.
    Southlake, TX
    Wrentham, MA
    Irving, TX
    Blacklick, OH
    Irving, TX
    Huntersville, NC
    Las Vegas, NV
Other Businesses

*SHADOWBROOK HOME OWNERS ASSOCIATION;NOT INV REL;22 QUAIL HOLLOW DR.,SEWELL, NJ 08080;TREASURER;06/09/2016;5 HRS/MTH,DURING TRD/HRS*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 2,1400 N PROVIDENCE RD,SUITE 3007,MEDIA,PA 19063,INV REL,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,75%,I SELL LIFE,HEALTH,DI,LTC AND DO SO UNDER EVOLUTION FINANCIAL GROUP*EVOLUTION BROKERAGE,ROSETREE BUILDING2,1400 N PROVIDENCE RD., SUITE 3007,MEDIA,PA 19063,05/01/2020,ONGOING,RECRUITING INDEPENDENT AGENTS,MANAGING PARTNER,RECRUIT INDEPENDENT AGENTS,DURING TRD/HRS,INV REL,25%.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-04-28
S66 Uniform Combined State Law Examination 2002-12-23
  • S63 Uniform Securities Agent State Law Examination
    2014-04-28
  • S66 Uniform Combined State Law Examination
    2002-12-23
Other Names
  • Daniel Edward Flamma
  • Daniel E Flamma

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