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Michael Christopher Mann

Equity Services, Inc.

Charlotte, NC

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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-09-10
  • NC RA
    APPROVED
    Since 2020-09-10

Branch Locations

1515 Mockingbird Lane Suite 800, Charlotte, NC 28209 • 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
Summit Advisory Group Charlotte NC 08/2014 Present
Bankers Life Securities Charlotte NC 10/2024 12/2024
Equity Services, Inc. Montpelier VT 05/2020 Present
  • 08/2014 → Present
    Summit Advisory Group
    Charlotte, NC
  • 10/2024 → 12/2024
    Bankers Life Securities
    Charlotte, NC
  • 05/2020 → Present
    Equity Services, Inc.
    Montpelier, VT
Other Businesses

*ARDENT FINANCIAL,1515 MOCKINGBIRD LANE, SUITE 800,CHARLOTTE, NC 28209,07/31/2026,INV REL,DURING TRD/HRS,ONGOING,INSURANCE,AGENT,50 HRS/WK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-10
  • S66 Uniform Combined State Law Examination
    2020-09-10
Other Names
  • Michael Mann
  • Michael Christopher Mann

View on SEC IAPD

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TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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