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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 1997-09-05
WA RA APPROVED 1997-08-22
  • OR RA
    APPROVED
    Since 1997-09-05
  • WA RA
    APPROVED
    Since 1997-08-22

Branch Locations

825 Ne Multnomah Street Suite 1150, Portland, OR 97232 • United States

One National Life Drive, Montpelier, VT 05604 • 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
National Life Of Vermont Portland OR 04/1985 Present
Equity Services, Inc. Portland OR 11/1985 Present
  • 04/1985 → Present
    National Life Of Vermont
    Portland, OR
  • 11/1985 → Present
    Portland, OR
Other Businesses

*RICH KELLY FINANCIAL SERVICES, PORTLAND, OR. INV REL. INSURANCE. SALES ASSOC/OWNER. 1/03-PRES. FULL-TIME DUR TRDNG. AGENT/BROKER FOR SEVERAL INSUR COS TO SELL LIFE, HEALTH, DI. *PACIFIC HEALTH INSURANCE, LOCATED IN WA. HEALTH INSURANCE SALES, INV REL. OWNER. 3/04-PRES. 25 HR PER MNTH, MANAGE AND SELL HEALTH INSURANCE *REAL ESTATE. 18810 RIVERWOODS DR, BEND, OR 97702. INV REL. TO RENT OUT A HOME THAT REP OWNS. OWNER. APRIL 2016. 1-2 HRS/MO. DURING SOME TRADE HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-03-14
  • S63 Uniform Securities Agent State Law Examination
    1986-03-14

View on SEC IAPD

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