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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travelers Ins.CO. | Hartford | CT | 08/1985 | Present |
| Equity Services, Inc. | Jacksonville | FL | 06/1987 | Present |
*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%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-24 |
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