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Patricia Ann Almony

Equity Services, Inc.

Timonium, MD

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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-06-19
  • MD RA
    APPROVED
    Since 2018-06-19

Branch Locations

9515 Deereco Road Suite 700, Timonium, MD 21093 • 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
Suntrust Investment Services Atlanta GA 01/2015 05/2018
Suntrust Advisory Services Atlanta GA 09/2016 05/2018
Equity Service, Inc Montpelier VT 06/2018 Present
Worthington Financial Partners Timonium MD 06/2018 Present
  • 01/2015 → 05/2018
    Suntrust Investment Services
    Atlanta, GA
  • 09/2016 → 05/2018
    Suntrust Advisory Services
    Atlanta, GA
  • 06/2018 → Present
    Equity Service, Inc
    Montpelier, VT
  • 06/2018 → Present
    Worthington Financial Partners
    Timonium, MD
Previous Registrations
  • 2016-09-09 → 2018-06-04
    Pikesville, MD
    Baltimore, MD
    Baltimore, MD
    Parkville, MD
    Cockeysville, MD
    Bel Air, MD
    Parkville, MD
    Baltimore, MD
    Baltimore, MD
  • 2015-01-12 → 2016-12-31
    Truist Investment Services, Inc.
    Parkville, MD
    Towson, MD
    Cockeysville, MD
    Pikesville, MD
    Baltimore, MD
    Baltimore, MD
    Bel Air, MD
    Cockeysville, MD
    Baltimore, MD
    Dundalk, MD
  • 2009-05-22 → 2015-01-13
    M&T Securities, Inc.
    Annapolis, MD
    Baltimore, MD
    Abingdon, MD
    Aberdeen, MD
    Baltimore, MD
    Bel Air, MD
    Baltimore, MD
    Edgewood, MD
    Bel Air, MD
    Towson, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
    Timonium, MD
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
  • 2007-07-10 → 2009-05-28
    Baltimore, MD
    Fort Mill, SC
  • 2004-07-09 → 2009-05-28
    Uvest Financial Services Group, Inc.
    Baltimore, MD
    Baltimore, MD
Other Businesses

*WORTHINGTON FINANCIAL PARTNERS,9515 DEERCO RD,STE 700,TIMONIUM, MD 21093,INV REL,ONGOING,06/2018,INSURANCE,AGENT,DURING TRD/HRS, 40 HRS/WK*BOOTH BROKERAGE, 1127 NORTH AVE.STE 27-304,BURLINGTON,VT 05408,07/15/2019, ONGOING, INV REL, DURING TRD/HRS, INSURANCE, AGENT,50%*CRUMP LIFE INSURANCE, 9515 DEERECO RD STE 700, TIMONIUM, MD 21093,09/15/2019, INV REL, INSURANCE,AGENT DURING TRD/HRS,40 HRS/WK*PATRICIA ALMONY,9515 DEERECO RD STE 700, TIMONIUM,MD, INV REL,08/01/2019, ONGOING, MARKETING/CREATING WEBSITE,AGENT,PROVIDE INSURANCE SOLUTIONS TO CLIENTS,DURING TRD/HRS*PATTY ALMONY. 16405 MARKOE RD, MONKTON MD. AUG 2020. NOT INV REL. SALE OF CRAFT ITEMS, SCRAP BOOKING, STAMPING. OWNER. NO DUTIES, JOINED TO OBTAIN DISCOUNT ON PURCHASES. NOT DURING TRADE HRS*ELLIE MD, 16405 MARKOE RD, MONKTON, MD, 21111, ONGOING, NOT INV REL, 09/01/2025, BRAND PARTNER, PROVIDER OF SKIN CARE, VITAMINS AND WEIGHT LOSS, NOT DURING TRD/HRS, 0%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-28
S63 Uniform Securities Agent State Law Examination 1990-10-31
  • S65 Uniform Investment Adviser Law Examination
    2004-01-28
  • S63 Uniform Securities Agent State Law Examination
    1990-10-31
Other Names
  • Patricia Ann Goetz
  • Patty Goetz

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