Best Investors Account Sign in
Inactive

Lantz Allan Martin

Nesteggs, Inc.

Tampa, FL

Jacksonville, FL

Claim This Profile
Current Employers
Nesteggs, Inc.

10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-16
  • FL RA
    APPROVED
    Since 2024-05-16

Branch Locations

Tampa, FL • United States

10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256 • 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 06/2013 06/2019
Northwestern Mutual Investment Services, Llc Tampa FL 07/2014 06/2019
Curtis Parry Tampa FL 02/2015 06/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2015 06/2019
Lpl Financial Llc Tampa FL 07/2019 04/2024
The Bank Of Tampa Tampa FL 07/2019 04/2024
Nesteggs Retirement Plan Services, Inc. Jacksonville FL 04/2024 Present
  • 06/2013 → 06/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2014 → 06/2019
    Northwestern Mutual Investment Services, Llc
    Tampa, FL
  • 02/2015 → 06/2019
    Curtis Parry
    Tampa, FL
  • 07/2015 → 06/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 07/2019 → 04/2024
    Tampa, FL
  • 07/2019 → 04/2024
    The Bank Of Tampa
    Tampa, FL
  • 04/2024 → Present
    Nesteggs Retirement Plan Services, Inc.
    Jacksonville, FL
Previous Registrations
  • 2019-08-27 → 2024-05-29
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    St Petersburg, FL
    Clearwater, FL
    Brandon, FL
    Tampa, FL
    Largo, FL
    Tampa, FL
    Plant City, FL
    Sarasota, FL
    Tampa, FL
    Clearwater, FL
    Lakewood Ranch, FL
    Tampa, FL
    St Petersburg, FL
Other Businesses

Independent Insurance Agent; Investment Related; Life including Variable Annuity and Health; Start Date 06/2013; Approx. 0-16 hours/month all during securities trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-08-08
  • S63 Uniform Securities Agent State Law Examination
    2014-08-08
Designations

View on SEC IAPD

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor