Best Investors Account Sign in
Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-09-18
  • NJ RA
    APPROVED
    Since 2018-09-18

Branch Locations

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

1108 Barclay Blvd Suite C-D, Marlton, NJ 08053 • 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
Mutual Of Omaha Marlton NJ 02/2014 10/2016
Mutual Of Omaha Investor Services Marlton NJ 02/2014 10/2016
Axa Advisors Llc New York NY 10/2016 08/2018
Equity Services Inc Montpelier VT 09/2018 Present
National Life Group Mt Laurel NJ 09/2018 Present
  • 02/2014 → 10/2016
    Mutual Of Omaha
    Marlton, NJ
  • 02/2014 → 10/2016
    Mutual Of Omaha Investor Services
    Marlton, NJ
  • 10/2016 → 08/2018
    Axa Advisors Llc
    New York, NY
  • 09/2018 → Present
    Montpelier, VT
  • 09/2018 → Present
    National Life Group
    Mt Laurel, NJ
Previous Registrations
Other Businesses

*EVOLUTION FINANCIAL GROUP,1108 BARCLAY BLVD,SUITE C-D,MARLTON,NJ 08053,09/01/2018,ONGOING,INSURANCE,AGENT,DUR TRD/HRS,75%*PROTECTION BLUE,1108 BARCLAY BLVD,SUITE C-D,MARLTON,NJ 08053,01/15/2020,ON GOING,457 PLANS TO MUNICIPATIES,POLICY,FIRST RESPONDERS,AGENT,DURING TRD/HRS,25%*EVOLUTION BROKERAGE,1108 BARCLAY BLVD,SUITE C-D,MARLTON,NJ 08053,05/01/2020,INV REL,DURING TRD/HRS,ONGOING,RECRUITING INDEPENDENT AGENTS,MANAGING PARTNER,8 HRS/WK*CUT COST 4 COLLEGE,1 GLEN LAKE DR,MEDFORD,NJ 08055,01/02/2022,ONGOING,PARTNER,PROVIDE PARENTS WITH ADVISE ON HOW TO PAY FOR COLLEGE,NOT INV REL,NOT DURING TRD/HRS,10 HRS/WK,FLAT FEE*INTEGRATED COMPANIES,3191 S VALLEY,STE 206, SALT LAKE CITY,UT 84109,03/15/2023,INV REL,DURING TRD/HRS,ONGOING,MARKETING ASSOCIATE,4 HRS/WK*BRIAN WEYMAN,1 GLEN LAKE DR., MEDFORD, NJ 08055, 08/25/2025, ONGOING COLLEGE FUNDING COACH,INV REL,DURING TRD/HRS,2 HRS/WK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-09
S63 Uniform Securities Agent State Law Examination 2008-04-29
  • S65 Uniform Investment Adviser Law Examination
    2008-12-09
  • S63 Uniform Securities Agent State Law Examination
    2008-04-29
Other Names
  • Brian Weyman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Media, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor