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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-09-09
  • VA RA
    APPROVED
    Since 2025-09-09

Branch Locations

40 Southgate Ct Ste 101, Harrisonburg, VA 22801 • United States

4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • 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
Ameriprise Financial Services, Llc Waynesboro VA 01/2022 07/2024
Dupont Community Credit Union Waynesboro VA 01/2019 01/2022
University Presbyterian Church Orlando FL 08/2018 12/2018
Cfe Federal Credit Union Lake Mary FL 03/2018 08/2018
Dupont Community Credit Union Waynesboro VA 01/2015 02/2018
Modern Woodmen Of America Rock Island IL 08/2024 09/2025
Mwa Financial Services Inc. Rock Island IL 08/2024 09/2025
Equity Services Inc Montpelier VT 09/2025 Present
National Life Group Harrisonburg VA 09/2025 Present
  • 01/2022 → 07/2024
    Waynesboro, VA
  • 01/2019 → 01/2022
    Dupont Community Credit Union
    Waynesboro, VA
  • 08/2018 → 12/2018
    University Presbyterian Church
    Orlando, FL
  • 03/2018 → 08/2018
    Cfe Federal Credit Union
    Lake Mary, FL
  • 01/2015 → 02/2018
    Dupont Community Credit Union
    Waynesboro, VA
  • 08/2024 → 09/2025
    Modern Woodmen Of America
    Rock Island, IL
  • 08/2024 → 09/2025
    Rock Island, IL
  • 09/2025 → Present
    Montpelier, VT
  • 09/2025 → Present
    National Life Group
    Harrisonburg, VA
Previous Registrations
Other Businesses

*AKER ENTERPRISES LLC, 317 COFFMAN RD, WEYERS CAVE, VA, 24486, ONGOING, INV REL, PROPERTY HOLDING COMPANY, MANAGING MEMBER, NOT DURING TRD/HRS, 0%*WILLIAM & KATHERINE SOLAN, 317 COFFMAN RD, WEYERS CAVE, VA, 24486, ONGOING, INV REL, 06/2024, OWNER, REAL ESTATE, DURING TRD/HRS, LESS THAN 1%*CORNERSTONE ADVISOR GROUP LLC, 40 SOUTHGATE CT, STE 101, HARRISONBURG, VA, 22801, ONGOING, INV REL, 09/2025, INSURANCE, AGENT, DURING TRD/HRS, 15%*KING BROKERAGE OF VIRGINIA LLC, 40 SOUTHGATE CT, STE 101, HARRISONBURG, VA, 22801, ONGOING, INV REL, 09/2025, INSURANCE, AGENT, DURING TRD/HRS, 5%*CAG TAX SERVICES LLC, 40 SOUTHGATE CT, STE 101, HARRISONBURG, VA, 22801, ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2022-08-19
Other Names
  • Alex Solan
  • William Alexander Solan
  • W Alex Alexander Solan

View on SEC IAPD

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