Leland Allen Landes

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Equity Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2012-06-08

TX RA
APPROVED

Since 2012-06-08

Branch Locations

Mission, TX • United States

15455 Dallas Parkway Suite 100, Addison, TX 75001 • United States

Burlington, IA • 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

Organization	City	State	From	To
Minnesota Mutual/Burmeister Agency	Dallas	TX	09/1994	Present
Equity Services Inc	Montpelier	VT	08/2001	Present
National Life Group	Mission	TX	07/2001	Present

09/1994 → Present

Minnesota Mutual/Burmeister Agency

Dallas, TX
08/2001 → Present

Equity Services Inc

Montpelier, VT
07/2001 → Present

National Life Group

Mission, TX

Other Businesses

*THE LEGACY GROUP, INC., INV. REL., LOCATED IN MISSION TX, ONLY USED FOR MARKETING. NO MONEY FLOW THROUGH THIS COMPANY., PRESIDENT, 03/21/1996-PRES, 200 HR/MO, DUR TRD HRS, AGENT FOR SEV INS COS TO SELL: LIFE, DISABILITY AND HEALTH, AND DO SO UNDER THIS NAME "THE LEGACY GROUP, INC". PROPERTY. *LEGACY ADMINISTRATIVE FINANCIAL & INSURANCE SERVICES, LLC. INV REL. INS SALES AND FINANCIAL PLANNING. OWNER. ASAP. 80 HRS/MO. DURING TRADE HRS. *LELAND AND LUTCHE LANDES/DEREK LANDES. 2601 SANTA ERICA, MISSION TX AND 1557 MASON LN, BURLINGTON IA. NOT INV REL. BUYING/SELLING MISC ITEMS. PARTNER. 9/2015. 1-2 HRS/MO. NOT DURING TRADE HRS. *CROWNLAND LLC. 2601 SANTA ERICA, MISSION TX 78572. NOT INV REL. JUNE 2018. FARMLAND. OWNER. NOT DURING TRADE HRS. *LELAND LANDES. 2601 SANTA ERICA, MISSION TX. NOT INV REL. OCT 2019. ACT AS POA ONLY IF CERTAIN CIRCUMSTANCES ARISE. POWER OF ATTORNEY. ACT ON BEHALF OF/BEST INTEREST OF LAUREN LANDES AND DEREK LANES, IN THE SALE OF MOTHER'S HOME THAT WAS LEFT TO THE THREE OF US WHEN SHE PASSED. NOT DURING TRADE HRS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-03-03
S63	Uniform Securities Agent State Law Examination	1985-10-07

S65 Uniform Investment Adviser Law Examination

1998-03-03
S63 Uniform Securities Agent State Law Examination

1985-10-07

View on SEC IAPD