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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2020-11-04
  • DE RA
    APPROVED
    Since 2020-11-04

Branch Locations

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

Milford, DE • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services Georgetown DE 05/2015 01/2018
Massmutual Georgetown DE 03/2015 01/2018
Equity Services, Inc Montpelier VT 02/2018 Present
National Life Group Milford DE 09/2017 Present
  • 05/2015 → 01/2018
    Mml Investors Services
    Georgetown, DE
  • 03/2015 → 01/2018
    Massmutual
    Georgetown, DE
  • 02/2018 → Present
    Montpelier, VT
  • 09/2017 → Present
    National Life Group
    Milford, DE
Other Businesses

NAIFA DELAWARE,2688 MILFORD HARRINGTON HWY,MILFORD,DE 19963,07/01/2016,ONGOING,NOT INV REL,PRESIDENT,0%,NOT DURING TRD/HRS*EVOLUTION FINANCIAL GROUP,2688 MILFROD HARRINGTON HWY,MILFORD, DE 19963,INV REL,01/01/2018,ONGOING,INSURANCE,AGENT,I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE,DI AND HEALTH AND DO SO UNDER DBA EVOLUTION FINANCIAL GROUP,75%,DURING TRD/HRS*FIRST BAPTIST CHURCH OF MILFORD,6062 OLD SHAWNEE ROAD,MILFORD,DE 19963,06/08/2022,DEACON,MEMBER,NOT INV REL,NOT DURING TRD/HRS,0%*MILFORD CHRISTIAN SCHOOL,6062 OLD SHAWNEE ROAD,MILFORD, DE 19963,01/12/2023,ONE SEMESTER SCHOOL YR,JUNIOR & SENIOR HIGH TEACHER,NOT INV REL,DURING TRD/HRS,3 DAYS/WK*ERIC HEISHMAN,2688 MILFORD HARRINGTON HWY,MILFORD, DE 1996,12/20/2023,ONGOING,BUS DRIVER,FOR CHRISTIAN SCHOOL SPORT ACTIVITIES,NOT INV REL,NOT DURING TRD/HRS,2 DAYS/WK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-22
S63 Uniform Securities Agent State Law Examination 2007-05-23
  • S66 Uniform Combined State Law Examination
    2020-10-22
  • S63 Uniform Securities Agent State Law Examination
    2007-05-23
Other Names
  • Eric Heishman

View on SEC IAPD

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