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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-08-20
  • VA RA
    APPROVED
    Since 2024-08-20

Branch Locations

4118 E Parham Rd, Richmond, VA 23228 • United States

4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • 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
The Abbate Agency, Knights Of Columbus Richmond VA 02/2018 06/2024
United States Air Force, Hill Afb Salt Lake City UT 09/2015 02/2018
Knights Of Columbus Asset Advisors New Haven CT 01/2021 06/2024
National Life Group Richmond VA 08/2024 Present
Equity Services Inc Montpelier VT 08/2024 Present
Self Employed Richmond VA 06/2024 08/2024
  • 02/2018 → 06/2024
    The Abbate Agency, Knights Of Columbus
    Richmond, VA
  • 09/2015 → 02/2018
    United States Air Force, Hill Afb
    Salt Lake City, UT
  • 01/2021 → 06/2024
    Knights Of Columbus Asset Advisors
    New Haven, CT
  • 08/2024 → Present
    National Life Group
    Richmond, VA
  • 08/2024 → Present
    Montpelier, VT
  • 06/2024 → 08/2024
    Self Employed
    Richmond, VA
Previous Registrations
Other Businesses

*CORNERSTONE ADVISOR GROUP LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 08/2024, INSURANCE, AGENT, DURING TRD/HRS, 40 HRS*ABBATE REAL ESTATE HOLDING LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 08/2024 REAL ESTATE, MANAGER, DURING TRD/HRS, 6 HRS MONTH,1%*ASA REAL ESTATE HOLDINGS LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 08/2024, COMMERCIAL REAL ESTATE, MEMBER,DURING TRD/HRS, 5 HRS MONTH *THE MILLENNIAL BROTHER, LLC,10472 ARMSTRONG STREET, FAIRFAX, VA 22030, NOT INV REL, NOT DURING TRD/HRS,08/2024,ONGOING,CO-OWNER,YOUTUBE CHANNEL TO PROMOTE FINANCIAL LITERACY*AIR NATIONAL GUARD,1415 B WRIGHT CIRCLE, WASHINGTON, DC 20032,08/2024,ONGOING,NOT INV REL, NOT DURING TRD/HRS,MAJOR,0%*CATHOLIC ORDER OF THE FORESTERS,4118 E PARHAM RD, RICHMONT, VA 23228,08/2024,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,5%*ABBATE MANAGEMENT GROUP,LLC,4118 E PARHAM RD, RICHMOND, VA 23228,08/2024,ONGOING,INV REL,DURING TRD/HRS,OWNER,SET FOR COMPANY PAYROLL,0%*THE ABBATE FOUNDATION, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, NON INV REL, 11/22/2024, CHARITY, DIRECTOR, DELEGATE FUNCTIONS OF THE CHARITY TO THE OTHER OFFICERS, DURING TRD/HRS, .01%*CAG TAX SERVICES, LLC,4118 E PARHAM RD,HENRICO,VA 23228,03/15/2025,ONGOING,TAX PREPARATION/ BOOKKEEPING/DAILY OPERATION,PARTNER, INV REL,DURING TRD/HRS,2%,1HR/WK*RA NC PROPERTIES LLC, 142 WIND CHIME, RALEIGH, NC, 27615, ONGOING, INV REL, 05/16/2025, PURCHASE AND MANAGE INVESTMENT REAL ESTATE, DURING TRD/HRS, 5%*BRIGHTFUTURE FINANCIAL LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 10/06/2025, INSURANCE, OWNER, DURING TRD/HRS, 10%*KING BROKERAGE PARTNERSHIPS LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 12/2025, INSURANCE, AGENT, PROVIDE ALTERNATIVE INSURANCE PRODUCTS NOT CARRIED THROUGH DIRECT AFFILIATIONS, DURING TRD/HRS, 10%*INTEGRATED WEALTH RESOURCES, 4118 E PARHAM RD, HENRICO, VA, 23228, ONGOING, INV REL, 06/01/2026, PARTNER, MARKETING AND EDUCATIONAL RESOURCES FOR NLG & ESI, DURING TRD/HRS, 5%.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-28
S65 Uniform Investment Adviser Law Examination 2021-04-14
  • S63 Uniform Securities Agent State Law Examination
    2025-02-28
  • S65 Uniform Investment Adviser Law Examination
    2021-04-14
Other Names
  • Nick Abbate
  • Nicholas Abbate

View on SEC IAPD

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