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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-26
  • PA RA
    APPROVED
    Since 2024-02-26

Branch Locations

Rosetree Building 2 1400 N Providence Rd, Suite 3007, Media, PA 19063 • 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 Media PA 10/2023 Present
Atc Healthcare Upper Darby PA 06/2023 Present
Boston College Chestnut Hill MA 09/2022 05/2023
St John's University Queens NY 09/2021 08/2022
Alumni Grille Wildwood NJ 06/2021 08/2021
St John's University Queens NY 09/2018 05/2021
Unemployed Swedesboro NJ 05/2018 09/2018
Gloucester Catholic High School Gloucester City NJ 09/2013 05/2018
  • 01/2024 → Present
    Montpelier, VT
  • 10/2023 → Present
    National Life Group
    Media, PA
  • 06/2023 → Present
    Atc Healthcare
    Upper Darby, PA
  • 09/2022 → 05/2023
    Boston College
    Chestnut Hill, MA
  • 09/2021 → 08/2022
    St John's University
    Queens, NY
  • 06/2021 → 08/2021
    Alumni Grille
    Wildwood, NJ
  • 09/2018 → 05/2021
    St John's University
    Queens, NY
  • 05/2018 → 09/2018
    Unemployed
    Swedesboro, NJ
  • 09/2013 → 05/2018
    Gloucester Catholic High School
    Gloucester City, NJ
Other Businesses

*EVOLUTION FINANCIAL GROUP,INV REL,DURING TRD/HRS,ONGOING,1400 N PROVIDENCE RD,SUITE 3007,MEDIA,PA 19063,INSURANCE,AGENT,OCT 2023,60 HRS/WK,I AM LICENSED TO SELL LIFE, HEALTH ANNUITY,DISABLITY AND LONG TERM CARE INSURANCE,I DO SO UNDER THE DBA EVOLUTION FINANCIAL GROUP*ATC HEALTHCARE, ONGOING,NOT INV REL, NOT DURING TRD/HRS,8600 WEST CHESTER PIKE,UPPER DARBY,PA 19082, ADMIN FOR FAMILY BUSINESS,DATA ENTRY/ADMIN WORK,JUNE 2023,15 HRS/WK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-26
  • S66 Uniform Combined State Law Examination
    2024-02-26

View on SEC IAPD

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