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Kristin John Meyrick

Equity Services, Inc.

Fall River, MA

Latham, NY

CRD 7851274

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2024-02-12
  • NY RA
    APPROVED
    Since 2024-02-12

Branch Locations

Fall River, MA • United States

421 Troy Schenectady Rd, Latham, NY 12110 • 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
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
  • 01/2024 → Present
    Montpelier, VT
  • 01/2024 → Present
    National Life Group
    Pittsfield, MA
  • 02/2021 → Present
    National Life Group
    Montplier, VT
  • 01/2019 → 02/2021
    Unemployment - Covid-19
    Pittsfield, MA
  • 01/2017 → 01/2019
    Carr Hardware
    Pittsfield, MA
  • 09/2015 → 01/2017
    Unemployed-Full Time Student -Mcla
    North Adams, MA
Other Businesses

*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% .

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-22
  • S66 Uniform Combined State Law Examination
    2023-12-22

View on SEC IAPD

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