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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-16
CA RA APPROVED 2020-08-07
  • NY RA
    APPROVED
    Since 2025-07-16
  • CA RA
    APPROVED
    Since 2020-08-07

Branch Locations

105 Maxess Road Ste S218, Melville, NY 11747 • United States

9515 Deereco Road Suite 700, Timonium, MD 21093 • United States

3731 Wilshire Boulevard Suite 920, Los Angeles, CA 90010 • United States

11501 Dublin Blvd Ste 106, Dublin, CA 94568 • 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
National Life Group Los Angeles CA 02/2015 Present
Equity Services Inc Montpelier VT 08/2018 Present
  • 02/2015 → Present
    National Life Group
    Los Angeles, CA
  • 08/2018 → Present
    Montpelier, VT
Other Businesses

*WORTHINGTON FINANCIAL PARTNERS,3731 WILSHIRE BLVD, SUTIE 920, LOS ANGELES, CA 90010;08/30/2018,ONGOING, INV REL,INSURANCE,AGENT,DURING TRD/HRS,40 HRS/WK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-03
  • S66 Uniform Combined State Law Examination
    2020-08-03

View on SEC IAPD

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