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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-17 |
Branch Locations
San Francisco, CA • United States
20 Executive Park Suite 190, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Philadelphia | PA | 09/2015 | 12/2016 |
| Unemployed | Philadelphia | PA | 01/2017 | 05/2017 |
| Walmart | San Bruno | CA | 06/2017 | 09/2019 |
| Unemployed | Seattle | WA | 10/2019 | 03/2020 |
| Bluehawk Consulting | Kirkland | WA | 03/2020 | 10/2020 |
| Unemployed | San Francisco | CA | 11/2020 | 04/2021 |
| Capstone | San Francisco | CA | 05/2021 | 03/2022 |
| Unemployed | San Francisco | CA | 03/2022 | 06/2022 |
| Theoremone | Woodland Hills | CA | 07/2022 | 09/2023 |
| Unemployed | San Francisco | CA | 10/2023 | 01/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2024 | 10/2025 |
| Northwestern Mutual Investment Services Llc | San Francisco | CA | 01/2024 | 10/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2024 | 10/2025 |
| National Life Group | Irvine | CA | 12/2025 | Present |
| Equity Services Inc | Montpelier | VT | 12/2025 | Present |
*TRUEPATH FINANCIAL, 4072A 18TH STREET, SAN FRANCISCO, CA, 94114, ONGOING, INV REL, 12/2025, INSURANCE, AGENT, DURING TRD/HRS, 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-01 |
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