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Equity Services, Inc. CRD 265
$2.78B regulatory AUM 410 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States
380 North Broadway Suite 306, Jericho, NY 11753 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services | Montpelier | VT | 08/2011 | Present |
| National Life | Hauppauge | NY | 08/2011 | Present |
*JOHN COLEMAN - LEGAL SHIELD. 40 MIRO PLACE, PORT WASHINGTON NY. FEB 2024. NOT INV REL. OFFER A PRIMARILY GROUP BENEFIT OF DISCOUNTED LEGAL PROTECTION FOR WILLS, RUST CREATION, ETC. NO TITLE. PROVIDE GROUP OR INDIVIDUAL DISCOUNTED LEGAL SERVICES NETWORK AS A GROUP BENEFIT. DURING TRADE HRS. *EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. 08/05/2025. INV REL. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS, INCLUDING LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-24 |
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