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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-07-10
  • CA RA
    APPROVED
    Since 2017-07-10

Branch Locations

388 E Valley Blvd Ste 201, Alhambra, CA 91801 • United States

One National Life Drive, Montpelier, VT 05604 • 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
Ameritas Investment Corp Lincoln NE 01/2014 06/2017
Ameritas Life Insurance Company Lincoln NE 01/2014 06/2017
Strategic Horizon Inc Alhambra CA 01/2014 Present
Health (Individual And Group) Glendora CA 01/1994 Present
Equity Services Inc Montpelier VT 07/2017 Present
  • 01/2014 → 06/2017
    Ameritas Investment Corp
    Lincoln, NE
  • 01/2014 → 06/2017
    Ameritas Life Insurance Company
    Lincoln, NE
  • 01/2014 → Present
    Strategic Horizon Inc
    Alhambra, CA
  • 01/1994 → Present
    Health (Individual And Group)
    Glendora, CA
  • 07/2017 → Present
    Montpelier, VT
Previous Registrations
  • 2014-01-13 → 2017-07-28
    Ameritas Investment Company, Llc
    Walnut, CA
    Diamond Bar, CA
    Lincoln, NE
    Diamond Bar, CA
    Irvine, CA
  • 2006-03-13 → 2014-02-04
    Msi Financial Services, Inc.
    City Of Industry, CA
    Brea, CA
Other Businesses

*STRATEGIC HORIZON, 388 E VALLY BLVD,#201,ALHAMBRA, CA 91801, INV REL, ONGOING, 06/21/2017, INSURANCE, AGENT,L,VA,ANNUITY,DI,LTC,DURING TRD/HRS, 40 HRS/WK. *GEORGE CHIU, 511 WILLOWGROVE AVE.,GLENDORA,CA 91741, INV REL, ONGOING,06/21/2017, INSURANCE,AGENT,DURING TRD/HRS,HEALTH&TRAVEL, 5%. *BUDDHIST FELLOWSHIP OF SOUTHERN CALIFORNIA, 9473 LAS TUNAS DR.,TEMPLE CITY, CA 91780, NOT INV REL, BOARD OF DIRECTOR,ONGOING, NOT DURING TRD/HRS, NON-PROFIT ORGANIZATION,09/01/2016, PROMOTE BUDDHIST TEACHING.5%. *RENTAL PROPERTY. 202 S SAN JOSE DR, GLENDORA, CA 91741. INV REL. 2014. RENTAL. OWNER. NOT DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-16
S63 Uniform Securities Agent State Law Examination 1994-05-18
  • S65 Uniform Investment Adviser Law Examination
    2006-02-16
  • S63 Uniform Securities Agent State Law Examination
    1994-05-18
Other Names
  • Chuanchuen Chiu
  • Chuan Chuen Chiu

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