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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-18 |
Branch Locations
8001 Lyndon B Johnson Freeway Suite 400, Dallas, TX 75251 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Dallas | TX | 01/2016 | 08/2018 |
| World Financial Group, Inc. | Dallas | TX | 06/2014 | 08/2018 |
| Casson Media Group, Inc. | Dallas | TX | 08/2005 | 04/2021 |
| Our Infinite Company Insurance Agency | Dallas | TX | 04/2019 | Present |
| Equity Services, Inc. | Montpelier | VT | 03/2024 | Present |
*OUR INFINITE COMPANY INSURANCE AGENCY. 8001 LBJ FREEWAY STE#400, DALLAS, TX 75251. INV REL. CHIEF INFORMATION OFFICER. APRIL 2019 - PRESENT. FULLTIME. FIXED INSURANCE SALES. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-29 |
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