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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-24
  • TX RA
    APPROVED
    Since 2025-07-24

Branch Locations

15455 Dallas Parkway Suite 100, Addison, TX 75001 • 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
Knights Of Columbus Insurance Fort Worth TX 09/2013 07/2025
Knights Of Columbus Asset Advisors Llc Fort Worth TX 03/2021 07/2025
National Life Group Addison TX 07/2025 Present
Equity Services Inc Montpelier VT 07/2025 Present
Previous Registrations
Other Businesses

*TEXAS NATIONAL FINANCIAL GROUP, 15455 DALLAS PARKWAY, SUITE 100, ADDISON, TX, 75001, ONGOING, INSURANCE, AGENT, ONGOING, INV REL, 07/2025,

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-02
S65 Uniform Investment Adviser Law Examination 2021-05-17
  • S63 Uniform Securities Agent State Law Examination
    2026-04-02
  • S65 Uniform Investment Adviser Law Examination
    2021-05-17

View on SEC IAPD

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