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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2001-06-11
  • KS RA
    APPROVED
    Since 2001-06-11

Branch Locations

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

6900 College Blvd Suite 870, Overland Park, KS 66211 • 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
National Life Overland Park KS 06/1975 Present
Equity Services, Inc. Montpelier VT 09/1981 Present
  • 06/1975 → Present
    National Life
    Overland Park, KS
  • 09/1981 → Present
    Montpelier, VT
Other Businesses

*BRADFORD PLACE HOMES ASSOCIATION, 12200 WENONGA, LEAWOOD, KS 66209, 1/15/2019, ONE TO THREE YEARS, HOMEOWNER ASSOCIATION MEMEBER, NOT INV REL, NOT DURING TRD/HRS, 4 MEETINGS/YEAR,0%. *GARY GOSS - INS SALES. 6900 COLLEGE BLVD SUITE 870 OVERLAND PARK KS. INV REL. DEC 2024. AGENT/BROKER OF FIXED INSURANCE SALES FOR SEVERAL INS COMPANIES. AGENT. SALES AND SERVICE OF FIXED INS PRODUCTS. DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-04
S63 Uniform Securities Agent State Law Examination 1981-12-03
  • S65 Uniform Investment Adviser Law Examination
    1999-02-04
  • S63 Uniform Securities Agent State Law Examination
    1981-12-03
Designations

View on SEC IAPD

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