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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2006-08-30 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
100 Dorset Street Suite 14, South Burlington, VT 05403 • 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, Inc. | Montpelier | VT | 04/2006 | Present |
*DANIEL J STREETER, PLLC. NOT INV REL. 100 DORSET ST STE 14, S. BURLINGTON, VT 05403. CNSLTNG SVC BUS CONSLTNG SVC. PRESIDENT.2/1/09-PRES.40-80HRS/MO.DUR TRAD HRS. CNSLTNG SVC TO INDV&BUS OWNERS. ALSO PERFORM VARIOUS ACCTNG & CONTROLLERS IP DUTIES FOR BUSIN&INDVS *CLIENT CENTERED FINANCIAL. INV REL. 100 DORSET ST STE 14 SOUTH BURLINGTON,VT 05403.INSURANCE ADVISORY SERVICES AND INSURANCE SALES.INSURANCE ADVISOR/SALES. 11/18/2008-PRES.160-200 HRS/MO.DUR TRD HRS.I AM AN AGENT OR BROKER FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE,DISABILITY,HEALTH,LTC INSURANCE. *THE VERMONT AGENCY, INV REL, 354 MOUNTAIN VIEW DRIVE, SUITE 200, COLCHESTER, VT 05446. INSURANCE SALES, AGENT, 10/2006-PRES, 200 HRS/MO, DUR TRD HRS, I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE INS AND DO SO UNDER THE DBA OF THE VERMONT AGENCY. *RENTAL PROPERTIES. 100 DORSET ST, #14, S BURLINGTON, VT. INV REL. RENTAL PROPERTIES. PRESIDENT. 8/2012-CURRENT. 2-4 HRS/MO. DURING TRADE HRS. *ESP - EMPLOYEE SPONSORED PROGRAMS LLC. 100 DORSET STREET, SUITE 14, S. BURLINGTON VT. INV REL. APRIL 2018. PURCHASING BOOKS OF BUSINESS FROM WILL HINMAN. FINANCIAL PLANNER. MONITOR CURRENT RETIREMENT PLANS, ASSIST PARTICIPANTS AS NEEDED WITH ENROLLMENTS AND APPLICABLE SUPPORT. DURING TRADE HRS. *DGN CONSULTING SERVICES. NOT INV REL. 100 DORSET ST STE 14, S. BURLINGTON, VT 05403. JAN 2018. FINANCIAL AND INS CONSULTING TO BUSINESSES AND INDIVIDUALS. PRESIDENT/OWNER. DUR TRAD HRS. PERFORM CONSULTING FOR FINANCIAL AND INS SERVICES AND PLACEMENT OF PRODUCTS. DURING TRADE HRS. *DANIEL J. STREETER TRUSTEE, GRIFFIN C. STREETER IRRV TRUST AGREEMENT. 100 DORSET STREET, SUITE 14, S. BURLINGTON VT. NOT INV REL. FEB 2022. TRUST ACCOUNT AT MAPLE CAPITAL FOR THE BENEFIT OF GRIFFIN C. STREETER AS A MEANS TO GIFT FUNDS EACH YEAR FOR ANNUAL GIFT. TRUSTEE. ACT AS TRUSTEE FOR NEPHEW TO MANAGE GIFTING/ESTATE PLANNING GOALS FOR BROTHER AND GRANTEE. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-25 |
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