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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-03 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 11/2018 |
| Santander Bank, Na | Boston | MA | 08/2019 | 01/2022 |
| Santander Securities, Llc | Dorchester | MA | 08/2019 | 01/2022 |
| Unemployed | Staten Island | NY | 11/2018 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 01/2022 | 08/2025 |
| Bank Of America, N.A. | New York | NY | 01/2022 | 08/2025 |
| Equity Services, Inc | Red Bank | NJ | 08/2025 | Present |
| Integrated Financial Concepts Llc/ National Life Ins Co. | Red Bank | NJ | 08/2025 | Present |
*Integrated Financial Concepts LLC / National Life Ins Co. 200 Schulz Drive Suite 125, Red Bank, NJ 07701. Investment Related. Sales Agent - Insurance Sales. 08/2025 to Present. I am a broker agent from an NLV agency. During trade hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-29 |
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