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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
North Bellmore, NY • United States
410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Angelo L Buonomo, Cpa | N Bellmore | NY | 01/2010 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2010 | 02/2017 |
| Penn Mutual Life Insurance Co | Horsham | PA | 05/2010 | 02/2017 |
| National Life | Hauppauge | NY | 02/2017 | Present |
| Equity Services, Inc. | Montpelier | VT | 02/2017 | Present |
*PERSONAL INCOME TAX PREPARATION. NOT INV REL. DBA NAME: ANGELO BUONOMO, CPA, POSITION HELD: PROPRIETOR/OWNER. 2719 COURT STREET, N. BELLMORE, NY 11710. START DATE: 01/01/2010. TAX PREPARATION. APPROX HRS PER MTH: LESS THAN 10 HRS. APPROX TRADING HRS PER MTH: LESS THAN 10 HRS. DESCRIPTION OF DUTIES: PREPARATION OF PERSONAL INCOME TAX RETURNS FROM 2/1 THROUGH 4/15*EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. 08/05/2025. INV REL. ONGOING. FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS, INCLUDING LIFE, HEALTH, DISABILITY, AND LTC. DURING TRADE HRS.10/15%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-01 |
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