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

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-29
  • OH RA
    APPROVED
    Since 2025-05-29

Branch Locations

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

Middletown, OH • 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
Western And Southern Life Loveland OH 06/2015 03/2019
W&S Brokerage Service Cincinnati OH 02/2016 03/2019
American United Life Cincinnati OH 03/2019 06/2022
Oneamerica Securities Cincinnati OH 03/2019 06/2022
Modern Woodmen Of America Rock Island IL 01/2022 05/2025
Mwa Financial Services Inc Rock Island IL 04/2022 05/2025
National Life Group Cincinnati OH 05/2025 Present
Equity Services Inc Montpelier VT 05/2025 Present
  • 06/2015 → 03/2019
    Western And Southern Life
    Loveland, OH
  • 02/2016 → 03/2019
    W&S Brokerage Service
    Cincinnati, OH
  • 03/2019 → 06/2022
    American United Life
    Cincinnati, OH
  • 03/2019 → 06/2022
    Oneamerica Securities
    Cincinnati, OH
  • 01/2022 → 05/2025
    Modern Woodmen Of America
    Rock Island, IL
  • 04/2022 → 05/2025
    Rock Island, IL
  • 05/2025 → Present
    National Life Group
    Cincinnati, OH
  • 05/2025 → Present
    Montpelier, VT
Previous Registrations
  • 2022-07-29 → 2025-05-01
    Bowling Green, OH
    Cincinnati, OH
    Cincinnati, OH
  • 2019-03-18 → 2022-06-21
    Cincinnati, OH
    Indianapolis, IN
    Cincinnati, OH
    Indianapolis, IN
  • 2015-01-05 → 2015-09-10
    Osaic Services, Inc.
    Little Rock, AR
    Little Rock, AR
    Phoenix, AZ
  • 2011-07-12 → 2013-12-11
    Concourse Financial Group Securities, Inc.
    Little Rock, AR
    Birmingham, AL
    Little Rock, AR
  • 2008-05-05 → 2011-06-09
    Msi Financial Services, Inc.
    Little Rock, AR
  • 2005-12-02 → 2008-02-05
    Hot Springs, AR
  • 2005-01-25 → 2005-12-20
    Little Rock, AR
Other Businesses

*BLACK BULL CAPITAL PARTNERS LLC, 304 SOUTH MAIN STREET, MIDDLETON, OH 45044, ONGOING, INV REL, 05/2025, INSURANCE, CHIEF EXECUTIVE OFFICER, DURING TRD/HRS, 8-10 HRS DAILY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-24
  • S66 Uniform Combined State Law Examination
    2005-01-24
Other Names
  • Bryan Clifton

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