Best Investors Account Sign in
Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-09-28
OR RA APPROVED 2001-12-21
  • MT RA
    APPROVED
    Since 2021-09-28
  • OR RA
    APPROVED
    Since 2001-12-21

Branch Locations

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

201 3Rd Ave West, Kalispell, MT 59901 • 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
Equity Services, Inc. Montpelier VT 12/1995 Present
National Life Of Vermont Portland OR 06/1993 Present
  • 12/1995 → Present
    Montpelier, VT
  • 06/1993 → Present
    National Life Of Vermont
    Portland, OR
Other Businesses

*MAITLAND FINANCIAL GROUP (MARKETING OF NAME), INV. REL., 201 3RD AVE WEST, KALISPELL, MT 59901. INS. OWNER, REGISTERED IN 2005-PRES.,0 HRS MO, 0 HRS DURING TRAD.HRS. *MOUNTAIN PEAK WEALTH SOLUTIONS. 201 3RD AVE WEST, KALISPELL, MT 59901. OCT 2018. INV REL.DBA FOR AGENCY. MANAGER. OFFICE OPERATIONS. FIXED INS SALES. DURING TRADE HRS. *SCOTT MAITLAND-RENTAL PROPERTY.15 FREEMAN CROSSING, SUNRIVER, OR 97707.DEC 2019.INV REL. RENTAL PROPERTY.OWNER. NOT DURING TRD HRS. *MOUNTAIN PEAK WEALTH SOLUTIONS LLC. 201 3RD AVE WEST, KALISPELL, MT 59901. JULY 2020. INV REL.DBA FOR AGENCY. PARTNER. PROCESS EMPLOYEE AND OFFICE MARKETING. DURING TRADE HRS. *KALISPELL OFFICE BUILDING. 201 3RD AVE, W KALISPELL MT 59901. OCT 2023. INV REL. OFFICE BUILDING OWNERSHIP. OFFICE RENTAL ACTIVITIES. DURING SOME TRADE HRS. *TRUE PATH FINANCIAL PARTNERS. 201 3RD AVE WEST, KALISPELL, MT 59901. INV REL. JULY 2023. GA AGENCY NAME. AGENT. DBA FOR GA'S OFFICE. DURING TRADE HRS. *SCOTT MAITLAND - HOA. 229 ROSEWATER LOOP, KALISPELL MT 59901. APRIL 2024. NOT INV REL. HOA BOARD MEMBER, POSSIBLY PRESIDENT. RUN THE HOA. NOT DURING TRADE HRS *SCOTT MAITLAND, 201 3RD AVE WEST, KALISPELL, MT 59901, 8/01/2025, ONGOING, CONSULTING-BUSINESS VALUATION, CONSULTANT, INV REL, DURING TRD/HRS, 0%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-26
S63 Uniform Securities Agent State Law Examination 1995-12-29
  • S65 Uniform Investment Adviser Law Examination
    2001-01-26
  • S63 Uniform Securities Agent State Law Examination
    1995-12-29
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Montpelier, VT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor