Elizabeth Despart

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2024 → Present
  Equity Services, Inc.
  Montpelier, VT
• 07/2003 → 02/2022
  Action Window Cleaning Co., Inc Dba Awc Plus
  Rensselaer, NY
• 03/2022 → Present
  Des Ventures
  Rensselaer, NY
• 04/2024 → Present
  National Life Group
  Colchester, VT

Other Businesses

*NPA FINANCIAL 1407 ROUTE 9, BUILDING 4, 2ND FL, CLIFTON PARK NY. INV REL. APRIL 2024. FOR SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *THE VERMONT AGENCY. 354 MOUNTAIN VIEW DR, SUITE 200, COLCHESTER VT. INV REL. APRIL 2024. FOR SALES AND SERVICE OF FIXED INS PRODUCTS. AGENT. DURING TRADE HRS. *HANG TIME DRONES; NOT INVESTMENT RELATED; PO BOX 320 RENSSELAER NY 12144; AERIAL IMAGERY COMPANY; GENERAL PARTNER; AUG 2020; 5 HRS PER MONTH; NO HOURS DURING SECURITIES TRADING HOURS; CONSULTANT, SOME CUSTOMER RELATIONS, MONTHLY ACCOUNT RECONCILIATION. *DES VENTURES INC. FORMERLY ACTION WINDOW CLEANING CO, INC. DBA AWC PLUS. 33 CATHERINE ST, PO BOX 320, RENSSELAER NY. NOT INV REL. JULY 2003. I SOLD MY COMPANY, AWCPLUS IN 2022, BUT RETAINED THE CORPORATION. THE NAME WAS CHANGED TO DES VENTURES. DES VENTURES, (WITH MY HUSBAND AND I AS ONLY EMPLOYEES AS WELL AS OWNERS) IS USED TO RECEIVED OUTSTANDING PAYMENT FROM OUR PREVIOUS BUSINESS, AWCPLUS. IT ALSO PROVIDES CONSULTING AND REAL ESTATE MANAGEMENT SERVICES FOR PROPERTIES WE OWN. PRESIDENT. BUSINESS MANAGEMENT, RECEIVE PAYMENTS AND RECON ACCOUNTS. DURING SOME TRADE HRS. *DES PROPERTIES, LLC; PO BOX 320 RENSSELAER NY 12144; INV REL. REAL ESTATE HOLDING COMPANY; GENERAL PARTNER; SEPT 2004; 1 HR PER MONTH; NO HOURS DURING SECURITIES TRADING HOURS; MONTHLY ACCOUNT RECONCILIATIONS & LEASE ADMINISTRATOR. *SCALZ LLC LLC; PO BOX 320 RENSSELAER NY 12144; NOT INV REL. FEB 2019. REAL ESTATE HOLDING COMPANY; GENERAL PARTNER; 1 HR PER MONTH; NO HOURS DURING SECURITIES TRADING HOURS; MONTHLY ACCOUNT RECONCILIATIONS & LEASE ADMINISTRATOR.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-28

Other Names

• Lisa Despart
• Lisa Burns
• Elizabeth M Despart