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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2022-05-09 |
Branch Locations
Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • United States
Glenwood, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Broomall | PA | 07/1972 | Present |
EVOLUTION FINANCIAL GROUP,14589 MUSTANG PATH,GLENWOOD,MD 21738,01/01/2018,ONGOING,INV REL,INSURANCE,AGENT,DURING TRD/HRS,75%,I SELL LIFE,HEALTH,DI,LTC. i DO SO UNDER THE DBA EVOLUTION FINANCIAL GROUP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-18 |
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