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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-07
  • FL RA
    APPROVED
    Since 2025-01-07

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
Northwestern Mutual Life Insurance Company West Palm Beach FL 12/2017 11/2023
Northwestern Mutual Investment Services Llc West Palm Beach FL 12/2017 11/2023
Merrill Lynch Stuart FL 06/2016 11/2017
Northwestern Mutual Wealth Management Company West Palm Beach FL 10/2018 11/2023
Mml Investors Services, Llc Fort Lauderdale FL 02/2024 12/2024
Massmutual Life Insurance Co Fort Lauderdale FL 11/2023 12/2024
National Life Group Boca Raton FL 12/2024 Present
Equity Services Inc Montpelier VT 01/2025 Present
  • 12/2017 → 11/2023
    Northwestern Mutual Life Insurance Company
    West Palm Beach, FL
  • 12/2017 → 11/2023
    West Palm Beach, FL
  • 06/2016 → 11/2017
    Merrill Lynch
    Stuart, FL
  • 10/2018 → 11/2023
    Northwestern Mutual Wealth Management Company
    West Palm Beach, FL
  • 02/2024 → 12/2024
    Fort Lauderdale, FL
  • 11/2023 → 12/2024
    Massmutual Life Insurance Co
    Fort Lauderdale, FL
  • 12/2024 → Present
    National Life Group
    Boca Raton, FL
  • 01/2025 → Present
    Montpelier, VT
Previous Registrations
Other Businesses

*BRENDON WALSH. 13441 MACHIAVELLI WAY, PALM BEACH GARDENS, FL, 33418, 12/2024, ONGOING, INV REL, OWNER, RENTAL PROPERTY, HANDLE SHOWINGS, CLEAN UP, MAINTENENCE, NOT DURING TRADE HRS. *FLORIDA FINANCIAL AND INSURANCE AGENCY INC, 433 PLAZA REAL, SUITE 335, BOCA RATON, FL, 33432, ONGOING, INV REL, 12/2024, INSURANCE, AGENT, SELLING/SERVICE OF FIXED INSURANCE, DURING TRD/HRS, 30-40 HRS WK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-16
  • S66 Uniform Combined State Law Examination
    2016-12-16
Other Names
  • Brendon T Walsh
  • Brendon Walsh

View on SEC IAPD

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