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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-02-05
IN RA APPROVED 2018-04-06
  • IL RA
    APPROVED
    Since 2019-02-05
  • IN RA
    APPROVED
    Since 2018-04-06

Branch Locations

1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States

11039 Broadway Suite C, Crown Point, IN 46307 • 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
Truewealth Advising Group Crown Point IN 04/2016 Present
Hilbrich Law Firm Highland IN 01/2017 Present
Crown Point Community School Corp Crown Point IN 07/2017 Present
National Life Group Crown Point IN 03/2018 Present
Equity Services Inc Montpelier VT 03/2018 11/2019
Equity Services Inc Monpelier VT 11/2019 Present
  • 04/2016 → Present
    Truewealth Advising Group
    Crown Point, IN
  • 01/2017 → Present
    Hilbrich Law Firm
    Highland, IN
  • 07/2017 → Present
    Crown Point Community School Corp
    Crown Point, IN
  • 03/2018 → Present
    National Life Group
    Crown Point, IN
  • 03/2018 → 11/2019
    Montpelier, VT
  • 11/2019 → Present
    Monpelier, VT
Other Businesses

*TRUEWEALTH ADVISING GROUP,11039 BROADWAY,SUITE C,CROWN PONT,IN 46307,INV REL,DURING TRD/HRS,ONGOING,INSURANCE,AGENT,100%*HILBRICH LAW FIRM,2637-45TH STREET,HIGHLAND,IN 46322,01/01/2017,ONGOING,NOT INV REL,BOOKKEEPER,NOT DURING TRD/HRS,0%*BIRDIE TIME GOLF,LLC,964 KENDALL COURT CROWN POINT,IN 46307,02/28/2017,ONGOING,NOT INV REL,FACILITATE YOUTH GOLF CAMPS&INSTRUCTION,PRESIDENT,MINIMAL TIME,NOT DURING TRD/HRS*INDIANA FCA ( FELLOWSHIP OF CHRISTIAN ATHLETES),964 KENDALL COURT,CROWN POINT, IN 46307,NOT INV REL,NOT DURING TRD/HRS,10/25/2024,ONGOING,BOARD MEMBER, 1HR/MTH*WHITE HAWK COUNTRY CLUB HOMEOWNERS ASSOCIATION,1100 WHITE HAWK DRIVE,CROWN POINT, IN 46307,10/22/2024,ONGOING,NOT INV REL,NOT DURING TRD/HRS,BOARD MEMBER,0%*FELLOWSIP OF CHRISTIAN ATHLETES,8701 LEEDS ROAD, KANSAS CITY, MO,NOT INV REL,NOT DURING TRD/HRS, 07/01/2025, BOARD MEMBER,CHARITABLE MISSION WORK,0%*LAKESHORE FINANCIAL GROUP,11039 BROADWAY,SUTIE C,CROWN POINT,IN 46307,02,26,2026,ONGOING,INSURANCE,AGENT,DURING TRD/HRS, INV REL,40 HRS/WK..

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-12-27
S65 Uniform Investment Adviser Law Examination 2018-04-06
  • S63 Uniform Securities Agent State Law Examination
    2019-12-27
  • S65 Uniform Investment Adviser Law Examination
    2018-04-06

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