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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-02-12 |
Branch Locations
Fall River, MA • United States
421 Troy Schenectady Rd, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 01/2024 | Present |
| National Life Group | Pittsfield | MA | 01/2024 | Present |
| National Life Group | Montplier | VT | 02/2021 | Present |
| Unemployment - Covid-19 | Pittsfield | MA | 01/2019 | 02/2021 |
| Carr Hardware | Pittsfield | MA | 01/2017 | 01/2019 |
| Unemployed-Full Time Student -Mcla | North Adams | MA | 09/2015 | 01/2017 |
*THOROUGHBRED ADVISORS,10 STRAND STREET, FALL RIVER, MA 02720,ONGOING,INSURANCE,AGENT,2/2/21,INV REL,DURING TRD/HRS,100%.*JEMCO CONTRACTING INC,PO BOX 336,LUDLOW,MA,01056 SEASONAL PART TIME,1/1/2022,GENERAL CONTRACTING,COMPLETION SPECIALIST,FINALIZE CONSTRUCTION ACTIVITIES TO COMPLETE PROJECTS,NON INV REL,NOT DURING TRD/HRS,0%*KRISTIN MEYRICK,105 PARKER ST.,PITTSFIELD, MA 01201,06/01/2025,ONGOING,INV REL DURING TRD/HRS,LANDLORD, RENTAL,0%*KRISTIN MEYRICK, 10 STRAND ST., FALL RIVER, MA 02720,11/19/2025,ONGOING,INSURANCE, AGENT, TRUCHOICE AXONIC WAYPOINT MYGA,INV REL,DURING TRD/HRS,ONGLING,5%*THE SOCIETY OF FINANCIAL AWARENESS, 10 STRAND STREET, FALL RIVER, MA, 02720, ONGOING, NOT INV REL, 09/11/2025, MEMBER, SEMINAR PRESENTER,SOFA-NONPROFIT,SEMINAR WORKSHOP PRESENTER, NOT DURING TRD/HRS,0% .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
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