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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-01
  • TX RA
    APPROVED
    Since 2022-09-01

Branch Locations

15455 Dallas Parkway Suite 800, Addison, TX 75001 • United States

One National Life Drive, Montpelier, VT 05604 • 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
Equity Services, Inc. Montpelier VT 01/2013 Present
National Life Group Addison TX 01/2013 Present
  • 01/2013 → Present
    Montpelier, VT
  • 01/2013 → Present
    National Life Group
    Addison, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-10
S63 Uniform Securities Agent State Law Examination 2008-06-24
  • S65 Uniform Investment Adviser Law Examination
    2022-08-10
  • S63 Uniform Securities Agent State Law Examination
    2008-06-24

View on SEC IAPD

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