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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-06-14
  • NJ RA
    APPROVED
    Since 2021-06-14

Branch Locations

Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States

1108 Barclay Blvd Suite C-D, Marlton, NJ 08053 • 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
Pnc Bank Moorestown NJ 05/2015 04/2018
Pnc Investments Llc Moorestown NJ 05/2015 04/2018
Citizens Securities, Inc. Philadelphia PA 04/2018 06/2021
Equity Services Inc Montpelier VT 06/2021 Present
National Life Group Media PA 06/2021 Present
  • 05/2015 → 04/2018
    Pnc Bank
    Moorestown, NJ
  • 05/2015 → 04/2018
    Pnc Investments Llc
    Moorestown, NJ
  • 04/2018 → 06/2021
    Philadelphia, PA
  • 06/2021 → Present
    Montpelier, VT
  • 06/2021 → Present
    National Life Group
    Media, PA
Previous Registrations
  • 2018-04-19 → 2021-06-04
    Bala Cynwyd, PA
    Conshohocken, PA
    Philadelphia, PA
    Bala Cynwyd, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
  • 2015-05-19 → 2018-04-20
    Moorestown, NJ
    Moorestown, NJ
  • 2006-07-03 → 2015-05-18
    World Investments, Llc
    King Of Prussia, PA
    Lincroft, NJ
    King Of Prussia, PA
  • 2003-11-03 → 2006-06-22
    Ifmg Securities, Inc.
    Hamilton, NJ
    Trenton, NJ
    Hamilton, NJ
    Trenton, NJ
    Ewing, NJ
  • 2002-09-10 → 2003-10-21
    Moorestown, NJ
  • 2002-04-25 → 2002-05-03
    The Advisors Group, Inc.
    Mount Laurel, NJ
Other Businesses

*EVOLUTION FINANCIAL GROUP,1108 BARCLAY BLVD,SUITE C-D,MARLTON,NJ 08053,05/15/2021,ONGOING,INSURANCE, AGENT,INV REL, DURING TRD/HRS,75%*BNI, 118 MAUREEN CT, MARLTON, NJ, 08053, ONE YEAR, NOT INV REL, 09/01/2026, VP OF CHERRY HILL WEST CHAPTER OF BNI, DURING TRD/HRS, 1 1/2 HRS WEEKLY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-04
S63 Uniform Securities Agent State Law Examination 1997-12-18
  • S65 Uniform Investment Adviser Law Examination
    2001-01-04
  • S63 Uniform Securities Agent State Law Examination
    1997-12-18

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