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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-06
  • MN RA
    APPROVED
    Since 2013-11-06

Branch Locations

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

16200 Highway 7, Minnetonka, MN 55345 • United States

Fort Meyers, FL • 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 Of Vt Minneapolis MN 03/1982 Present
Equity Services, Inc. Plymouth MN 05/1982 Present
  • 03/1982 → Present
    National Life Of Vt
    Minneapolis, MN
  • 05/1982 → Present
    Plymouth, MN
Other Businesses

**WHITLEY MOTT,16200 HWY 7,MINNETONKA, MN 55345,SOLE PROPM, INSUR AND ADMIN FOR RETIREMENT PLANS,INV REL,1982-PRES,100 HR/MO DUR TRDNG.*NATIONAL PENSION SERVICES,16200 HIGHWAY 7, MINNETONKA,MN 55345,PENSION ADMIN,OWNER 1982 TO PRESENT,20 HR PER MONTH,DURING SEC TRADING HRS,INV REL,PROVIDE PENSION ADMIN SERVICES TO BUSINESSES *WHITLEY P. MOTT,16200 HIGHWAY 7, MINNETONKA, MN 55345, RENTAL REAL ESTATE,OWNER,09/01/2011,1HR/MO, DUR TRD HRS,INV REL,COMMERCIAL BUILDING RENTAL,COLLECT RENT,PAY BILLS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-07
S63 Uniform Securities Agent State Law Examination 1982-06-21
  • S65 Uniform Investment Adviser Law Examination
    1999-05-07
  • S63 Uniform Securities Agent State Law Examination
    1982-06-21
Designations

View on SEC IAPD

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