Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2018 | 12/2025 |
| Northwestern Mutual Investment Services Llc | West Palm Bch | FL | 06/2018 | 12/2025 |
| Merrill Lynch | Jupiter | FL | 05/2016 | 04/2018 |
| Unemployed | Palm Beach Gardens | FL | 04/2018 | 06/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2018 | 12/2025 |
| National Life Group | Boca Raton | FL | 01/2026 | Present |
| Equity Services Inc | Montpelier | VT | 01/2026 | Present |
*FLORIDA FINANCIAL & INSURANCE AGENCY INC (FFIA), 433 PLAZA REAL, SUITE 335, BOCA RATON, FL, 33432, ONGOING, INV REL, 01/2026, INSURANCE, AGENT, DURING TRD/HRS, 50%*PALM BEACH GARDENS YOUTH ATHLETIC ASSOCIATION, 4029 JOHNSON DAIRY RD, PALM BEACH GARDENS, FL, 33410, ONGOING, NOT INV REL, 01/2018, HELP PROVIDE YOUTH SPORTS WITHIN CITY OF PALM BEACH GARDENS, NOT DURING TRD/HRS, 0%*WILLIAM T DWYER HIGH SCHOOL FINANCE ACADEMY BOARD, 13601 N MILITARY TRL, PALM BEACH GARDENS, FL, 33418, ONGOING, NOT INV REL, MEMBER, ATTEND MEETINGS TO DISCUSS HOW TO HELP ACADEMY, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-20 |
Reach out to this advisor