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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 1992-07-30
  • FL RA
    APPROVED
    Since 1992-07-30

Branch Locations

433 Plaza Real Suite 335, Boca Raton, FL 33432 • United States

10151 Deerwood Park Boulevard Building 300, Suite 235, Jacksonville, FL 32256 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Travelers Ins.CO. Hartford CT 08/1985 Present
Equity Services, Inc. Jacksonville FL 06/1987 Present
  • 08/1985 → Present
    Travelers Ins.CO.
    Hartford, CT
  • 06/1987 → Present
    Jacksonville, FL
Other Businesses

*BERT LIVINGSTON, 10151 DEERWOOD PARK BOULEVARD, BUILDING 300, SUITE 235, JACKSONVILLE, FL, 32256, INSURANCE SALES, INV. REL,SALES ASSOCIATE, 11/17/06, 160 HRS/MO, DUR. TRDNG. HRS, I AM AN AGENT FOR SEVERAL INS. COS TO SELL LIFE, HEALTH, DI, & LTC. *RENTAL CONDO. 850 A1A BEACH BLVD, #59, ST AUGUSTINE, FL. INV REL. REAL ESTATE. OWNER W/SPOUSE. 1984-PRES. 2 HR/MO OCCAS DUR TRDNG. PAY BILLS, BUY FURNITURE & DISCUSS PRICING STRATEGY W/WIFE. *STEVEN & SUSAN LIVINGSTON ILIT DTD 2001. 10151 DEERWOOD PARK BOULEVARD, BUILDING 300, SUITE 235, JACKSONVILLE, FL, 32256. NOT INV. FEB 2001. TRUSTEE FOR BROTHER'S ILIT. TRUSTEE. MONITOR AND ADVISE. NOT DURING TRADE HRS. *THE HARRY & SYLVIA LIVINGSTON DONOR ADVISE FUND. NO ADDRESS. JAN 2019. DONOR ADVISED FUND. I REQUEST DONATIONS TO OTHER CHARITIES. MAKE REQUESTS AS DESIRED. NOT DURING TRADE HRS. **GRAVITY FINANCIAL LLC. 10151 DEERWOOD PARK BOULEVARD, BUILDING 300, SUITE 235, JACKSONVILLE, FL, 32256, INV REL. JAN 2023. FIXED INS PRODUCTS. AGENT. SALE/SERVICE OF FIXED PRODUCTS. DURING TRADE HRS.*BERT LIVINGSTON,1431 RIVERPLACE BOULEVARD,UNIT 2404,JACKSONVILLE FL 32207,NOT INV REL,ONGOING, POA,TRUSTEE,SANDY ISRAEL,COUSIN,ONGOING,NOT DURING TRD HRS,O%.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-24
  • S63 Uniform Securities Agent State Law Examination
    1999-02-24

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