Best Investors Account Sign in
Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2022-06-22
  • VT RA
    APPROVED
    Since 2022-06-22

Branch Locations

354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States

11 Main Street Suite B206, Vergennes, VT 05491 • 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
Counseling Service Of Addison County Middlebury VT 08/2020 08/2021
Moonlit Night Cafe Ferrisburgh VT 06/2018 08/2020
Landmark Financial Vergennes VT 08/2021 Present
Linden L.A.N.D Group Hinesburg VT 06/2018 08/2018
Mr. Ups Restaurant Middlebury VT 06/2014 06/2018
Equity Services, Inc. Montpelier VT 01/2022 Present
  • 08/2020 → 08/2021
    Counseling Service Of Addison County
    Middlebury, VT
  • 06/2018 → 08/2020
    Moonlit Night Cafe
    Ferrisburgh, VT
  • 08/2021 → Present
    Landmark Financial
    Vergennes, VT
  • 06/2018 → 08/2018
    Linden L.A.N.D Group
    Hinesburg, VT
  • 06/2014 → 06/2018
    Mr. Ups Restaurant
    Middlebury, VT
  • 01/2022 → Present
    Montpelier, VT
Other Businesses

*LANDMARK FINANCIAL SERVICES, 11 MAIN ST B206, VERGENNES, VT 05491. INV RELATED. SELLING FIXED INSURANCE AND ADMINISTRATIVE WORK. LICENSED LIFE AND HEALTH PRODUCER AND OFFICE ADMINISTRATOR. 8/1/2021. MY DUTIES INCLUDE HANDLING THE PHONE LINES, COMPLETING TASKS IN REGARD TO APPLICATIONS AND MAINTENANCE ON CURRENT ACCOUNTS. DURING TRADE HRS. *THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. INV REL. OCT 2021. DBA FOR SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *GREATER VERGENNES ROTARY. NO SET ADDRESS. NOT INV REL. JAN 2023. MEMBER. HELP FUNDRAISE CERTAIN ACTIVITIES, PARTICIPATE IN FOOD DRIVES, DECORATE THE PART, ETC. DURING SOME TRADE HRS. *AARON GAINES - SOCCER COACH. 50 MONKTON RD, VERGENNES VT. NOT INV REL. SEPT 2023. SOCCER COACH FOR ADDISON UNITED SOCCER - MENS. OVERSEEING PRACTICE AND GAMES OF MENS SOCCER IN THE ADDISON COUNTY AREA. DURING SOME TRADE HRS. *AARON GAINES. 11 MAIN ST, SUITE B206, VERGENNES VT. NOT INV REL. OCT 2023. HELPING PROSPECTS AND CLIENTS NAVIGATE THEIR STUDENT LOAN PAYMENTS AND MAXIMIZING EFFICIENCY ON PAYING THEM OFF. AGENT. HELP LOOK AT STUDENT LOAN DEBT DATA INFORMATION AND HELP CLIENTS NAVIGATE IF SIGNING UP FOR AN IDR WILL HELP. EDUCATE AND POTENTIALLY HELP MAKE RECOMMENDATIONS BASED ON CLIENTS FULL FINANCIAL PLAN WITH MONEY GUIDE PRO. DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-11
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S65 Uniform Investment Adviser Law Examination
    2022-06-11
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Colchester, VT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor