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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-27
  • NC RA
    APPROVED
    Since 2025-06-27

Branch Locations

2500 Regency Pkwy Ste 119, Cary, NC 27518 • United States

433 Plaza Real Suite 335, Boca Raton, FL 33432 • 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
Massmutual Life Insurance Co Raleigh NC 03/2023 06/2025
Mml Investors Services, Llc Raleigh NC 03/2024 06/2025
Mass Mutual Raleigh NC 10/2022 03/2023
Family First Life Health & Wealth Coral Springs FL 06/2022 09/2022
Unemployed Garner NC 01/2022 05/2022
Audi Cary Cary NC 02/2019 01/2022
Leith Nissan Cary NC 08/2017 01/2019
Leith Lincoln Raleigh NC 06/2014 07/2017
Melaleuca Inc. Garner NC 09/2001 Present
Equity Services Inc Montpelier VT 06/2025 Present
National Life Group Cary NC 06/2025 Present
  • 03/2023 → 06/2025
    Massmutual Life Insurance Co
    Raleigh, NC
  • 03/2024 → 06/2025
    Raleigh, NC
  • 10/2022 → 03/2023
    Mass Mutual
    Raleigh, NC
  • 06/2022 → 09/2022
    Family First Life Health & Wealth
    Coral Springs, FL
  • 01/2022 → 05/2022
    Unemployed
    Garner, NC
  • 02/2019 → 01/2022
    Audi Cary
    Cary, NC
  • 08/2017 → 01/2019
    Leith Nissan
    Cary, NC
  • 06/2014 → 07/2017
    Leith Lincoln
    Raleigh, NC
  • 09/2001 → Present
    Melaleuca Inc.
    Garner, NC
  • 06/2025 → Present
    Montpelier, VT
  • 06/2025 → Present
    National Life Group
    Cary, NC
Previous Registrations
Other Businesses

*MELALEUCA, INC., 228 ACORN GROVE RD, GARNER, NC 27529, 06/01/2025,ONGOING, NOT INV REL, PRODUCT ADVOCATE FOR HEALTH AND WELLNESS PRODUCTS, NOT DURING TRD/HRS,O%*FINANCIAL PARTNERS GROUP, 2500 REGENCY PKWY, STE 119, CARY, NC 27518, 06/01/2025, ONGOING, INV REL, INSURANCE, AGENT, DURING TRD/HRS,100%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-13
  • S66 Uniform Combined State Law Examination
    2024-06-13

View on SEC IAPD

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