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Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-28
  • MI RA
    APPROVED
    Since 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

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
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
  • 01/2011 → 05/2025
    Farm Bureau Insurance Of Michigan
    Lansing, MI
  • 12/2025 → Present
    Montpelier, VT
  • 05/2025 → 08/2025
    In Transition
    Marysville, MI
  • 08/2025 → Present
    Daniel Negin - Insurance
    Port Huron, MI
Other Businesses

*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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-28
S63 Uniform Securities Agent State Law Examination 1998-10-05
  • S66 Uniform Combined State Law Examination
    2026-01-28
  • S63 Uniform Securities Agent State Law Examination
    1998-10-05
Other Names
  • Daniel Louis Negin

View on SEC IAPD

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