Paul Carpenter

Current Employers

Equity Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-05-07

CA RA
APPROVED

Since 2024-05-07

Branch Locations

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

Santa Rosa, CA • 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

Organization	City	State	From	To
Client Centered Financial	South Burlington	VT	09/2021	Present
The Pennsylvania State University	University Park	PA	08/2018	05/2021
The University Of Vermont	Burlington	VT	08/2017	05/2018
Apple Inc.	Boulder	CO	05/2010	07/2017
Unemployed	Burlington	VT	06/2021	08/2021
Equity Services, Inc.	Montpelier	VT	01/2024	Present

09/2021 → Present

Client Centered Financial

South Burlington, VT
08/2018 → 05/2021

The Pennsylvania State University

University Park, PA
08/2017 → 05/2018

The University Of Vermont

Burlington, VT
05/2010 → 07/2017

Apple Inc.

Boulder, CO
06/2021 → 08/2021

Unemployed

Burlington, VT
01/2024 → Present

Equity Services, Inc.

Montpelier, VT

Other Businesses

*THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR SUITE 200 COLCHESTER VT. INV REL. SEPT 2021. SALE AND SERVICE OF FIXED INS PRODUCTS. REGISTERED ADMIN. DURING TRADE HRS. *CLIENT CENTERED FINANCIAL. 100 DORSET STREET SUITE 14 SOUTH BURLINGTON VT. INV REL. SEPT 2021. SALE AND SERVICE OF FIXED INS PRODUCTS. DURING TRADE HRS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-08

S66 Uniform Combined State Law Examination

2024-03-08

Designations

View on SEC IAPD

Current Employers

Equity Services, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

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