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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-26
  • FL RA
    APPROVED
    Since 2026-01-26

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
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
  • 06/2018 → 12/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2018 → 12/2025
    West Palm Bch, FL
  • 05/2016 → 04/2018
    Merrill Lynch
    Jupiter, FL
  • 04/2018 → 06/2018
    Unemployed
    Palm Beach Gardens, FL
  • 10/2018 → 12/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2026 → Present
    National Life Group
    Boca Raton, FL
  • 01/2026 → Present
    Montpelier, VT
Previous Registrations
Other Businesses

*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%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-20
  • S66 Uniform Combined State Law Examination
    2013-12-20
Other Names
  • Jeffrey Klatzko
  • Jeffrey Scott Klatzko
  • Jeff Klatzko

View on SEC IAPD

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