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Equity Services, Inc. CRD 265
$2.78B regulatory AUM 410 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2002-07-02 |
Branch Locations
120 Hebron Avenue Suite 2B, Glastonbury, CT 06033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife/National Finacial Services | Hartford | CT | 10/2001 | Present |
| National Life Of Vermont | Montpelier | VT | 04/2002 | Present |
| Equity Services Inc | Montpelier | VT | 06/2002 | Present |
*MARTIN TREHUB, WATERFORD, CT. NOT INV REL. WATERCOLOR PAINTINGS PAINTER. OCCAS ART SHOWS. <10 HR/MO, NOT DUR TRDNG. I PAINT, SHOW AND SELL.*MAFFE FINANCIAL GROUP, INVESTMENT RELATED, LOCATED IN CT, SELL LIFE, HEALTH, LTC AND ANNUITIES. 6/02-PRES, 15 HR PER MNTH, NOT DURING TRADING HRS*MARTIN I TREHUB,144 NILES HILL RD,WATERFORD,CT 06385,ONGOING,03/04/2013,INV REL,TRUSTEE,GEORGE J TREHUB GST EXEMPT TRUST,NOT DURING TRD/HRS,2%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-05 |
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