AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JM

Joseph L. Mignogna

Some features on this profile are disabled
CRD#: 333967
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Lawrence Mignogna JR, who also goes by Joseph Lawrence Mignogna, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1972. Joseph had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph Lawrence Mignogna

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 1, 2012 - May 29, 2015

EQUITY SERVICES, INC.

RIA
CRD#: 265
GLENDALE, CA
Past

June 1, 2012 - May 29, 2015

EQUITY SERVICES, INC.

BD
CRD#: 265
GLENDALE, CA
Past

October 17, 2007 - September 8, 2011

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
PASADENA, CA
Past

October 11, 2007 - September 8, 2011

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
PASADENA, CA
Past

May 25, 2001 - September 17, 2007

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
GLENDALE, CA
Past

April 18, 2001 - September 17, 2007

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
GLENDALE, CA
Past

January 17, 2001 - March 23, 2001

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

April 24, 1996 - December 31, 2000

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

July 30, 1990 - December 11, 1992

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

June 24, 1986 - August 23, 1988

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
Past

September 21, 1983 - March 11, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

February 17, 1983 - April 25, 1985

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

November 29, 1976 - October 28, 1981

VP DISTRIBUTORS LLC

BD
CRD#: 3036
Past

September 21, 1972 - January 29, 1977

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

September 21, 1972 - January 29, 1977

OSAIC FA, INC.

BD
CRD#: 3978

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EQUITY SERVICES, INC.
EQUITY SERVICES, INC.
360 DEGREE PANORAMIC WEALTHVIEW | FIRST AMERICAN FINANCIAL | ESI FINANCIAL ADVISORS | EQUITY SERVICES, INC.

CRD#: 265 / SEC#: 801-41722, 8-14286

RIA
Registered Investment Advisory firm - SEC (7/9/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/9/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/18/1972
Registered Representative Examination

Current Firm


EQUITY SERVICES, INC.
EQUITY SERVICES, INC.
360 DEGREE PANORAMIC WEALTHVIEW | FIRST AMERICAN FINANCIAL | ESI FINANCIAL ADVISORS | EQUITY SERVICES, INC.

CRD#: 265 / SEC#: 801-41722, 8-14286

RIA
Registered Investment Advisory firm - SEC (7/9/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
One National Life Drive, Montpelier, VT 05604
Mailing Address
One National Life Drive, Montpelier, VT 05604
Phone number
(800) 344-7437
Established
Vermont since 10/07/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
470

SEC notice filing (46 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ESI FORM ADV PART 2A - APPENDIX 1 (FMAX) (9/4/2025)

Direct owners and executive officers


NamePositionCRD#
NLV FINANCIAL CORPORATIONSHAREHOLDER
ASSADI, MEHRANDIRECTOR & CHAIRMAN OF THE BOARD5270638
AZARSHAHI, ATAOLLAHPRESIDENT & CEO7270581
COTTON, ROBERT EARLDIRECTOR3085405
DUNNE, REBECCA NASSARDIRECTOR3236752
FRANKLIN, ROBERTSVP, COMPLIANCE & CCO3213051
FRAZEE, MATTHEWDIRECTOR5979281
KEENAN, JOHN FRANCISSVP, BUSINESS DEVELOPMENT2222699
KUCINSKAS, ERIC KEITHVP, FINOP & TREASURER6072823
MCKENNY, IAN ANDREWVP, CHIEF COUNSEL & SECRETARY5352951
PALMER, REBECCACHIEF INFORMATION SECURITY OFFICER7320153
TEESE, GREGORY DWIGHTSVP, OPERATIONS, COO2135269

Regulatory assets under management


Total Number of Accounts12,116
AUM (Assets Under Management)$ 2,451,252,093

Disclosures


Regulatory Event8
Arbitration2
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

CRD#: 265

TRUST BUT VERIFY

Monitor Joseph Mignogna

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics