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Equity Services, Inc. CRD 265
$2.78B regulatory AUM 410 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-06 |
Branch Locations
Johns Island, SC • United States
One National Life Drive, Montpelier, VT 05604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 08/2013 | 05/2024 |
| National Life Group | Johns Island | SC | 01/2026 | Present |
| Equity Services Inc | Montpelier | VT | 01/2026 | Present |
| Unemployed | Johns Island | SC | 05/2024 | 07/2024 |
| Fiduciary Wise | Johns Island | SC | 07/2024 | 01/2026 |
*THE WOODPILE CO,711 HUGHES RD, JOHNS ISLAND, SC 29455,06/01/2024,ONGOING,NOT INV REL, NOT DURING TRD/HRS,NON-PROFIT, MINISTRY,FOUNDER,0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-19 |
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