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Equity Services, Inc. CRD 265
$2.78B regulatory AUM 410 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-28 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
1411 Third St. Ste H, Port Huron, MI 48060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Bureau Insurance Of Michigan | Lansing | MI | 01/2011 | 05/2025 |
| Equity Services, Inc. | Montpelier | VT | 12/2025 | Present |
| In Transition | Marysville | MI | 05/2025 | 08/2025 |
| Daniel Negin - Insurance | Port Huron | MI | 08/2025 | Present |
*DANIEL NEGIN - FIXED INSURANCE. 1411 THIRD ST, STE H, PORT HURON, MI, 48060. INV REL. FIXED INSURANCE. CEO/MANAGING PARTNER LEADING THE FIRM:RECRUITING, DEVELOPMENT, TRAINING, AND FIELD WORK. DURING TRADE HRS. *RIVERFRONT INSURANCE AND FINANCIAL GROUP INC ,1411 THIRD ST, STE H, PORT HURON, MI, 48060 , 01/29/2026,ONGOING,INV REL, DURING TRD/HRS, CEO/MANAGING PARTNER,INSURANCE,100%. *GLEANER LIFE INSURANCE SOCIETY, 1411 3RD ST., STE H, PORT HURON, MI 48060,07/06/2026,ONGOING, INV REL, DURING TRD/HRS, AGENT,INSURANCE,2HRS/DAY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-05 |
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