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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-05 |
Branch Locations
354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States
Melbourne, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Montpelier | VT | 01/1991 | Present |
| Equity Services, Inc. | Albany | NY | 03/1991 | Present |
NPA FINANCIAL, LLC. INVESTMENT RELATED. 1425 ARUNDEL WAY MELBOURNE, FL. INSURANCE SALES AGENT. 11/90-PRES. 150 HR PER MNTH. DURING TRADING HRS. AGENT TO SELL LIFE, DISABILITY, HEALTH INSURANCE AND ANNUITIES. *SLOCUM, DEANGELUS AND ASSOCIATES FINANCIAL SERVICES, LLC. 1425 ARUNDEL WAY MELBOURNE, FL. INVESTMENT RELATED. SALES REP, JULY 05-PRES. 20 HR PER MNTH, DURING TRADING HRS. AGENT FOR INSURANCE AND INVESTMENT PRODUCTS.*NATIONAL LIFE. INV. REL.1425 ARUNDEL WAY MELBOURNE, FL. INSURANCE SALES GENERAL AGENT. 200 HR PER MNTH. SUPERVISE AGENTS WHO SELL INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-19 |
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