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Samuel John Keenan

Equity Services, Inc.

Addison, TX

Montpelier, VT

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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-16
  • TX RA
    APPROVED
    Since 2021-04-16

Branch Locations

15445 Dallas Parkway Suite 800, Addison, TX 75001 • United States

One National Life Drive, Montpelier, VT 05604 • 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
National Life Group Addison TX 07/2018 Present
Branch Banking And Trust Company (Bb&T) Greensboro NC 11/2016 07/2018
Enterprise Rent-A-Car Winston-Salem NC 04/2016 11/2016
Equity Services Inc Montpelier VT 12/2020 Present
  • 07/2018 → Present
    National Life Group
    Addison, TX
  • 11/2016 → 07/2018
    Branch Banking And Trust Company (Bb&T)
    Greensboro, NC
  • 04/2016 → 11/2016
    Enterprise Rent-A-Car
    Winston-Salem, NC
  • 12/2020 → Present
    Equity Services Inc
    Montpelier, VT
Other Businesses

1MARKEE PROPERTIES,30 W FRANKLIN RD,ROANOKE,VA 24015,09/22/2017,ONGOING,INV REL,OWN AND MANAGE TWO RENTAL UNITS,CO-OWNER,NOT DURING TRD/HRS,0%*

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-14
S63 Uniform Securities Agent State Law Examination 2020-12-21
  • S65 Uniform Investment Adviser Law Examination
    2021-04-14
  • S63 Uniform Securities Agent State Law Examination
    2020-12-21
Other Names
  • Samuel Keenan

View on SEC IAPD

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BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO
INTEGRATED WEALTH CONCEPTS LLC · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
EDELMAN FINANCIAL ENGINES · ENGLEWOOD, CO
CWM, LLC · Engelwood, CO
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