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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-25 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 01/2025 |
| Kempersports Management - Riverside Golf Course | Janesville | WI | 08/2017 | 03/2020 |
| Milwaukee County Golf - Greenfield Park | West Allis | WI | 02/2017 | 08/2017 |
| The Legend At Merrill Hills | Waukesha | WI | 03/2016 | 02/2017 |
| National Life Group | Grafton | WI | 03/2025 | Present |
| Equity Services Inc | Montpelier | VT | 03/2025 | Present |
*NATIONAL LIFE, 2427 NEW PORT VISTA DRIVE,GRAFTON,WI 53024,03/15/2025,ONGOING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,40 HRS/WK*LAKESHORE FINANCIAL GROUP,2427 NEW PORT VISTA DRIVE,GRAFTON,WI 53024,03/15/2025,INV REL,DURING TRD/HRS,INSURANCE,AGENT,ONGOING,40 HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-02 |
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