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Lyanne Magriz Cortes

Equity Services, Inc.

Farmers Branch, TX

Montpelier, VT

CRD 7427855

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Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-09
  • TX RA
    APPROVED
    Since 2023-10-09

Branch Locations

Farmers Branch, TX • 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
Charles Schwab & Co., Inc. Westlake TX 08/2021 09/2022
Texas Instruments Inc. Dallas TX 08/2015 08/2021
Unemployed Dallas TX 02/2023 10/2023
Equity Services Inc Montpelier VT 10/2023 Present
Bank Of America - Merrill Lynch Dallas TX 09/2022 02/2023
  • 08/2021 → 09/2022
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2015 → 08/2021
    Texas Instruments Inc.
    Dallas, TX
  • 02/2023 → 10/2023
    Unemployed
    Dallas, TX
  • 10/2023 → Present
    Equity Services Inc
    Montpelier, VT
  • 09/2022 → 02/2023
    Bank Of America - Merrill Lynch
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-23
  • S66 Uniform Combined State Law Examination
    2021-11-23
Other Names
  • Lyanne Magriz

View on SEC IAPD

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