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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-01 |
| VT | RA | APPROVED | 2019-03-06 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • 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 |
|---|---|---|---|---|
| National Life | Montpleier | VT | 12/1992 | Present |
| Lpl Financial | Walpole | NH | 12/2011 | 02/2019 |
| Flagship Harbor Advisors, Llc | Boston | MA | 08/2012 | 02/2019 |
| Equity Services, Inc. | Montpelier | VT | 02/2019 | Present |
*GILBERT FINANCIAL SERVICES, 2461 BURGUNDY LANE, EASTON PA, INV REL, INSURANCE AND FINANCIAL SALES AND SERVICES USING DBA, GILBERT FINANCIAL, REPRESENTATIVE, 2/2019, 160, 160, SALE AND SERVICE OF FIXED INSURANCE AND FINANCIAL SOLUTIONS UNDER DBA GILBERT FINANCIAL SERVICE, DURING TRADE HRS. *THE VERMONT AGENCY, 354 MOUNTAIN VIEW DRIVE, SUITE 200, COLCHESTER VT, INV REL, FIXED INSURANCE SALES THROUGH MULTIPLE CARRIERS, AGENT, ONGOING, DURING TRADE HRS, SALE AND SERVICE OF FIXED INSURANCE SALES UNDER DBA THE VERMONT AGENCY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-19 |
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