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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-08 |
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 |
|---|---|---|---|---|
| National Life Group | Boca Raton | FL | 02/2025 | Present |
| Equity Services Inc | Montpelier | VT | 03/2025 | Present |
| Greco & O'NEal Wealth Strategies | Coral Springs | FL | 02/2022 | 02/2025 |
| Pine Hollow Country Club | East Norwich | NY | 10/2018 | 02/2022 |
| Rockville Links Country Club | Rockville Centr | NY | 06/2018 | 09/2018 |
| Florida Southern College | Lakeland | FL | 01/2015 | 05/2018 |
*FLORIDA FINANCIAL AND INSURANCE AGENCY (FFIA), 433 PLAZA REAL SUITE 335, BOCA RATON, FL, 33432, MARCH 2025- ONGOING, INV REL, INSURANCE, AGENT, SALES/SERVICE OF FIXED INSURANCE PRODUCTS. DURING TRD/HRS,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-30 |
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