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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-01
  • FL RA
    APPROVED
    Since 2023-05-01

Branch Locations

433 Plaza Real Suite 335, Boca Raton, FL 33432 • United States

10151 Deerwood Park Boulevard Building 300, Suite 235, Jacksonville, FL 32256 • 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
National Financial Services Group Jacksonville FL 04/2016 02/2020
Equity Services, Inc. Montpelier VT 05/2016 02/2020
Lakeview Capital Partners Atlanta GA 02/2020 08/2021
Sa Stone Wealth Management Inc. Duval FL 08/2020 09/2021
Contemporary Financial Planning Jacksonville FL 06/2021 04/2023
Equity Services, Inc. Montpelier VT 04/2023 Present
National Life Group Jacksonville FL 04/2023 Present
  • 04/2016 → 02/2020
    National Financial Services Group
    Jacksonville, FL
  • 05/2016 → 02/2020
    Montpelier, VT
  • 02/2020 → 08/2021
    Lakeview Capital Partners
    Atlanta, GA
  • 08/2020 → 09/2021
    Sa Stone Wealth Management Inc.
    Duval, FL
  • 06/2021 → 04/2023
    Jacksonville, FL
  • 04/2023 → Present
    Montpelier, VT
  • 04/2023 → Present
    National Life Group
    Jacksonville, FL
Previous Registrations
Other Businesses

*SAADIA SINDHU - INSURANCE SALES. 5011 GATE PARKWAY, BUILDING 100 - SUITE 200, JACKSONVILLE FL. INV REL. APRIL 2023. USING MY NAME FOR FIXED INS BUSINESS. AGENT. MANAGING CURRENT CLIENTS, MEETING PROSPECTIVE CLIENTS. DURING TRADE HRS. *SAS FINANCIAL. 9935 CHELSEA LAKE ROAD, JACKSONVILLE FL. INV REL. MARCH 2020. LLC SET UP FOR GETTING PAID THROUGH PREVIOUS FIRM. AGENT. SET UP TO GET PAID FROM PREVIOUS ADVISORY FIRM, WILL KEEP TO USE FOR MANAGED ACCOUNT FEES. DURING TRADE HRS. *RENTAL PROPERTY. 6940 NW 186TH STREET, APT 222, MIAMI FL. INV REL. 2010. RENTAL PROPERTY. OWNER WITH HUSBAND. OWNER/LANDLORD DUTIES. DURING SOME TRADE HRS. *RENTAL PROPERTY. 2921 SW 35TH PLACE, GAINESVILLE FL. INV REL. 2021. RENTAL PROPERTY. OWNER WITH HUSBAND. OWNER/LANDLORD DUTIES. DURING SOME TRADE HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-21
  • S66 Uniform Combined State Law Examination
    2019-06-21
Other Names
  • Saadia Ameen Sheikh
  • Saadia Sindhu
  • Saadia A Sindhu

View on SEC IAPD

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