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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2022-09-21 |
Branch Locations
421 Troy Schenectady Rd, Latham, NY 12110 • United States
2921 East Jefferson Avenue Suite 102 And 105, Detroit, MI 48207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Detroit | MI | 09/2012 | 12/2019 |
| Nylife Securities, Llc | Detroit | MI | 01/2013 | 12/2019 |
| Equity Services, Inc. | Montpelier | VT | 01/2020 | Present |
| National Life Group | Troy | MI | 01/2020 | Present |
*NATIONAL LIFE INSURANCE. 18811 CHURCH HILL DRIVE,RIVERVIEW,MI 48193 INV REL. JAN 2020. LIFE INSURANCE. MANAGING DIRECTOR. MANAGING AND HIRING AGENTS. DURING TRADE HRS*DETROIT PUBLIC TELEVISION & RADIO. 18811 CHURCH HILL DR, RIVERVIEW MI. 48193,12/01/2022,NOT INV REL. ONGOING,FINANCE COMMITTE PART OF DPTV BOARD OF TRUSTEES, VICE CHAIR,DEVELOPMENT COMMITTEE. SERVE ON COMMITTEES, NOT DURING TRD/HRS.5%*MARAM FINANCIAL SERVICES, LLC.,18811 CHURCH HILL DRIVE,RIVERVIEW,MI 48193, INV REL. FEB 2020. TO MAINTAIN BUSINESS AND CAPTURE INDEPENDENT INS SALES FOR TAX PURPOSES AND TO PROVIDE EDUCATIONAL AND CULTURAL CONSULTING. PRESIDENT. MAINTAIN THE BUSINESS AND CAPTURE INS BUSINESS FOR TAX. DURING TRADE HRS*TEXAS HEALTH AND MONEY LLC. 18811 CHURCH HILL DR, RIVERVIEW, MI. INV REL. MAY 2021. TO PROVIDE EDUCATIONAL CONSULTING ON MATTERS OF HEALTH CARE AND FIXED INS AND ANNUITIES SALES AND CAPTURE 1099 INCOME. VICE PRESIDENT. TO MAINTAIN THE BUSINESS AND CAPTURE INS BUSINESS. DURING TRADE HRS*AMERICAN LUNG ASSOCIATION MICHIGAN,18811 CHURCH HILL DR, RIVERVIEW MI 48193, NOT INV REL. 07/15/2024, 2 YEARS, PRESIDENT & CHAIR, LEADERSHIP BOARD, ADVOCATE, NOT DURING TRD/HRS, 2%*AMERICAN LUNG ASSOCIATION - DETROIT LEADERSHIP BOARD OF DIRECTORS; 18811 CHURCH HILL DRIVE RIVERVIEW MI. NOT INV REL. 06/2019; VICE CHAIR/VICE PRESIDENT WITH BOARD. PARTICIPATE IN EVENTS/HELP RUN MEETINGS, ADVOCATE FOR CLEAN AIR AND LUNG HEALTH, ADVOCATE AGAINST SMOKING AND VAPING. DURING SOME TRADE HRS*MARAM ALAIWAT,18811 CHURCH HILL DRIVE,RIVERVIEW,MI,48193,ONGOING,07/25/2023,INV REL,DURING TRD/HRS,INSURANCE,AGENT,100%*MARIE FIELDER CENTER FOR DEMOCRACY,18811 CHURCH DRIVE, RIVERVIEW MICHIGAN 48193/2921 E JEFFERSON AVE., #103, DETROIT, MI 48207,09/01/2025,2 YR,DOCTORAL FELLOW,ADVANCED DISSERTATION RESEARCH,PRESENTING,INV REL,DURING TRD/HRS, 1%*BLUE ZONE BROKERAGE, LLC,18811 CHURCH HILL DRIVE, RIVERVIEW, MI 48193/ 2921 EAST JEFFERSON AVENUE,SUITE 102,DETROIT, MI 48207,07/07/2025,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,ESTATE PLANNER/AGENT,CULTURAL COMPETENCY & LITERACY TRAINING,5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-06 |
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