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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-07
  • FL RA
    APPROVED
    Since 2024-02-07

Branch Locations

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
Merrill Lynch, Pierce, Fenner And Smith Incorporated Palm Beach FL 05/2012 03/2018
Bank Of America, N.A. Palm Beach FL 12/2012 03/2018
Global Trust Asset Management, Llc West Palm Beach FL 03/2018 09/2019
The Prudential Insurance Company Of America Lake Worth FL 09/2019 02/2023
Pruco Securities, Llc Lake Worth FL 09/2019 02/2023
Massmutual Life Insurance Co. Boca Raton FL 02/2023 01/2024
Mml Investors Services Boca Raton FL 02/2023 01/2024
Equity Services, Inc. Montpelier VT 02/2024 Present
National Life Group Boca Raton FL 01/2024 Present
  • 05/2012 → 03/2018
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Palm Beach, FL
  • 12/2012 → 03/2018
    Bank Of America, N.A.
    Palm Beach, FL
  • 03/2018 → 09/2019
    Global Trust Asset Management, Llc
    West Palm Beach, FL
  • 09/2019 → 02/2023
    The Prudential Insurance Company Of America
    Lake Worth, FL
  • 09/2019 → 02/2023
    Lake Worth, FL
  • 02/2023 → 01/2024
    Massmutual Life Insurance Co.
    Boca Raton, FL
  • 02/2023 → 01/2024
    Mml Investors Services
    Boca Raton, FL
  • 02/2024 → Present
    Montpelier, VT
  • 01/2024 → Present
    National Life Group
    Boca Raton, FL
Previous Registrations
Other Businesses

*FLORIDA FINANCIAL AND INSURANCE AGENCY. 433 PLAZA REAL, SUITE 335, BOCA RATON, FL 33432, INV REL. JAN 2024. FIXED INSURANCE SALES. AGNET. FIXED INSURANCE BUSINESS. DUR/TRD HRS*PAUL J. ABBOTT, 433 PLAZA REAL, SUITE 335, BOCA RATON, FL 33432. INV REL. FEB 2023. INSURANCE. AGENT. DUR/TRDHRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-16
  • S66 Uniform Combined State Law Examination
    2012-10-16
Other Names
  • P.J. Abbott
  • Paul Jeffrey Abbott
  • Paul J Abbott

View on SEC IAPD

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