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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-04 |
Branch Locations
433 Plaza Real Suite 335, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 01/2023 | Present |
| National Life Group | Boca Raton | FL | 11/2022 | Present |
| Appreciation Financial | Miami | FL | 02/2018 | 02/2020 |
| Apif Consulting Inc | Sunrise | FL | 02/2020 | 11/2022 |
| Aflac | Fort Lauderdale | FL | 10/2016 | 02/2018 |
| Corsair | Miami | FL | 01/2015 | 10/2016 |
*FLORIDA FINANCIAL AND INSURANCE AGENCY, 433 PLAZA REAL SUITE 335 BOCA RATON FL. NOV 2022. INV REL. FIXED INS SALES. AGENT. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-10 |
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