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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-11-24
  • IL RA
    APPROVED
    Since 2015-11-24

Branch Locations

9201 South Il Route 31, Lake In The Hills, IL 60156 • United States

1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States

2175 Point Blvd Suite 150, Elgin, IL 60123 • 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 11/2015 Present
Weyers Mckeever Financial Partners Crystal Lake IL 11/2015 Present
  • 11/2015 → Present
    Montpelier, VT
  • 11/2015 → Present
    Weyers Mckeever Financial Partners
    Crystal Lake, IL
Previous Registrations
  • 2008-09-29 → 2015-11-23
    Saint Charles, IL
    Crystal Lake, IL
  • 2003-05-05 → 2008-09-11
    New England Securities
    Chicago, IL
    Chicago, IL
Other Businesses

*ONE RESOURCE GROUP,1666 STOCKTON LANE, CRYSTALL LAKE,IL 60014, INV RELATED, INSURANCE SALES, AGENT/BROKER, 11/23/2015, 10 HRS/MTH, DURING TRADE HRS,I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES*WEYERS MCKEEVER FINANCIAL PARTNERS,1666 STOCKTON LANE,CRYSTAL LAKE, IL 60014, INV RELATED,DURING TRADE HRS, INSURANCE SALES, AGENT/BROKER, 11/19/2015, 50 HRS/MTH,DURING TRADE HRS,I AM ANA AGENT OR BROKER FOR SEVERAL INSURANCE COMPANIES AND DO SO UNDER WEYERS MCKEEVER FINANCIAL PARTNERS *TRUCHOICE FINANCIAL,9201 SOUTH IL, RT 31, LAKE I THE HILLS, IL 60156,10/01/2025,INV REL,ON GOING,FMO FOR FIXED BUSINESS, AGENT, DURING TRD/HRS, 1%*WMFP, INC. 9201 SOUTH IL RT 31, LAKE IN THE HILLS, IL. INV REL. DEC 2018. INCORPORATION OF WMFP INC. PRESIDENT. NO DUTIES. DURING TRADE HRS*JAY WEYERS,9201 SO IL RT 31,LAKE IN THE HILLS, IL 60156,10/15/2019,ONGOING,INV REL,LEGEND,(ECA MARKTING)-FMO,WRITING FIXED ANNUITIES THRU/WITH AIG USING LEGEND TO HELP FACILITATE,DURING TRD/HRS,5*JAY WEYERS,9201 SOUTH IL,ROUTE 31,LAKE IN THE HILLS, IL 60156,01/17/2025,ONGOING,INV REL,DURING TRD/HRS,CLAIM COORDINATOR,1%..

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-21
S63 Uniform Securities Agent State Law Examination 1996-05-03
  • S65 Uniform Investment Adviser Law Examination
    2002-02-21
  • S63 Uniform Securities Agent State Law Examination
    1996-05-03
Designations

View on SEC IAPD

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