Best Investors Account Sign in
Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-03
  • FL RA
    APPROVED
    Since 2025-03-03

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
Signature Healthcare Brockton MA 06/2012 05/2019
Milford Regional Medical Center Milford MA 05/2019 08/2021
Spartan Financial Strategies Juno Beach FL 08/2021 Present
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2023 03/2024
Northwestern Mutual Investment Services Llc West Palm Bch FL 04/2023 03/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2023 03/2024
Mml Investors Services Llc West Palm Beach FL 05/2024 02/2025
Massmutual Life Insurance Co West Palm Beach FL 04/2024 02/2025
National Life Group Boca Raton FL 02/2025 Present
Equity Services Inc Montpelier VT 02/2025 Present
  • 06/2012 → 05/2019
    Signature Healthcare
    Brockton, MA
  • 05/2019 → 08/2021
    Milford Regional Medical Center
    Milford, MA
  • 08/2021 → Present
    Spartan Financial Strategies
    Juno Beach, FL
  • 04/2023 → 03/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2023 → 03/2024
    Northwestern Mutual Investment Services Llc
    West Palm Bch, FL
  • 10/2023 → 03/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2024 → 02/2025
    West Palm Beach, FL
  • 04/2024 → 02/2025
    Massmutual Life Insurance Co
    West Palm Beach, FL
  • 02/2025 → Present
    National Life Group
    Boca Raton, FL
  • 02/2025 → Present
    Montpelier, VT
Previous Registrations
Other Businesses

*JAMES AND DIANE PAPADAKOS, 318 OAK HARBOR, JUNO BEACH, FL, 33408, ONGOING, INV REL, 03/01/2024, RENTAL PROPERTY OWNER, DURING TRD/HRS, LESS THAN 1%*JAMES N PAPADAKOS, 170 CELESTIAL WAY, JUNO BEACH, FL, 33408, ONGOING, NOT INV REL, 10/01/2025, PRESIDENT OF HOMEOWNERS ASSOC, DURING TRD/HRS, 2%*SPARTAN FINANCIAL STRATEGIES INC, 170 CELESTIAL WAY, JUNO BEACH, FL, 33408, ONGOING, NOT INV REL, 04/01/2024, EXECUTIVE COACH, ASSIST SENIOR LEADERS WITH PROFESSIONAL DEVELOPMENT, DURING TRD/HRS, 4 HRS*FFIA (FLORIDA FINANCIAL AND INSURANCE AGENCY), 433 PLAZA REAL, BOCA RATON, FL, 33432, ONGOING, INV REL, 03/01/2025, INSURANCE, AGENT, DURING TRD/HRS, 25 HRS*SPARTAN FINANCIAL STRATEGIES LLC, 170 CELESTIAL WAY, JUNO BEACH, FL, 33408, ONGOING, INV REL, INSURANCE, AGENT, DURING TRD/HRS, 1-2 HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-12
S63 Uniform Securities Agent State Law Examination 2023-07-18
  • S65 Uniform Investment Adviser Law Examination
    2024-06-12
  • S63 Uniform Securities Agent State Law Examination
    2023-07-18
Other Names
  • Jim N Papadakos
  • Jim N Papadakos

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor