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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2020-09-14
  • VT RA
    APPROVED
    Since 2020-09-14

Branch Locations

354 Mountain View Dr. Suite 200, Colchester, VT 05446 • 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
Equity Services, Inc. Montpelier VT 07/2020 Present
National Life Group Montpelier VT 10/2019 Present
National Life Group Montpelier VT 05/2012 10/2019
  • 07/2020 → Present
    Montpelier, VT
  • 10/2019 → Present
    National Life Group
    Montpelier, VT
  • 05/2012 → 10/2019
    National Life Group
    Montpelier, VT
Other Businesses

*THE VERMONT AGENCY, 354 MOUNTAIN VIEW DRIVE, SUITE 200, COLCHESTER, VT 05446. INV REL. FIXED INSURANCE SALES/SERVICE, AGENT, 10/2019, DURING TRADE HRS. SALE AND SERVICE OF INSURANCE PRODUCTS. *GRACE FINANCIAL STRATEGIES LLC,354 MOUNTAIN VIEW DR.,SUTIE 200,COLCHESTER,VT 05446,02/23/2021,ONGOING,INV REL,INSURANCE,AGENT/FOUNDING PARTNER,DURING TRD/HRS,100%. *BLESSED SACRAMENT PARISH. 728 MOUNTAIN ROAD, STOWE VT. NOT INV REL. AUG 2022. VOLUNTEER ON PARISH FINANCE COMMITTEE. VOLUNTEER FINANCE COMMITTEE MEMBER. REVIEW BUDGE, EXPENSES, WORK WITH OTHER VOLUNTEERS TO FUNDRAISE FOR THE PARISH, AND APPROVE PROJECTS AS NEEDED. NOT DURING TRADE HRS. *STOWE YOUTH BASEBALL. NO SET LOCATION. OCT 2023. NOT INV REL. SERVE AS BOARD MEMBER FOR YOUTH BASEBALL ORGANIZATION. SECRETARY AND BOARD MEMBER. ORGANIZE BOARD MEETINGS, TAKE NOTES, SCHEDULE EVENTS, COORDINATE WITH TOWN OFFICES AN ADMINISTRATION OF PROGRAM. DURING SOME TRADE HRS. *SITEFORM STUDIO. 57 DEPOT ST STOWE VT. OCT 2024. NOT INV REL. SECONDARY SIGNER ON BUSINESS BANK ACCOUNT FOR HUSBAND. ADMIN BACK UP. BACKUP PERSON TO DEPOSIT INTO MY HUSBANDS BUSINESS ACCOUNT, HE IS A SOLE PROPRIETOR. NOT DURING TRADE HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-14
  • S66 Uniform Combined State Law Examination
    2020-09-14
Designations
Other Names
  • Megan Hand

View on SEC IAPD

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