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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-03 |
Branch Locations
Cartersville, GA • United States
5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 01/2011 | 01/2025 |
| Mwa Financial Services Inc. | Rock Island | IL | 06/2011 | 01/2025 |
| Integrity Alliance, Llc | Cartersville | GA | 01/2025 | 07/2026 |
| National Life Group | Cartersville | GA | 07/2026 | Present |
| Equity Services Inc | Montpelier | VT | 07/2026 | Present |
*TRUOAK FINANCIAL PARTNERS LLC, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 100%*MISSION ESCAPE, 205 N TENNESSEE STREET, CARTERSVILLE, GA, 30120, ONGOING, NOT INV REL, 01/01/2023, ARCADE, CO-OWNER, NOT DURING TRD/HRS, 5 HRS MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-18 |
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