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 2022-08-03
  • FL RA
    APPROVED
    Since 2022-08-03

Branch Locations

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

One National Life Drive, Montpelier, VT 05604 • 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
Massachusetts Mutual Life Insurance Company Palm Beach Gardens FL 02/2016 12/2017
Mml Investors Services, Llc Palm Beach Gardens FL 09/2016 12/2017
Mutual Of Omaha Insurance Company Tampa FL 01/2018 09/2020
Mutual Of Omaha Investor Services Tampa FL 01/2018 09/2020
Brookstone Capital Management Wheaton IL 11/2021 07/2022
Amerilife Fort Meyers FL 09/2020 07/2022
Innovation Partners Llc Charlotte NC 11/2021 07/2022
National Life Group Boca Raton FL 08/2022 Present
Equity Services, Inc. Montpelier VT 08/2022 Present
  • 02/2016 → 12/2017
    Massachusetts Mutual Life Insurance Company
    Palm Beach Gardens, FL
  • 09/2016 → 12/2017
    Palm Beach Gardens, FL
  • 01/2018 → 09/2020
    Mutual Of Omaha Insurance Company
    Tampa, FL
  • 01/2018 → 09/2020
    Mutual Of Omaha Investor Services
    Tampa, FL
  • 11/2021 → 07/2022
    Brookstone Capital Management
    Wheaton, IL
  • 09/2020 → 07/2022
    Amerilife
    Fort Meyers, FL
  • 11/2021 → 07/2022
    Innovation Partners Llc
    Charlotte, NC
  • 08/2022 → Present
    National Life Group
    Boca Raton, FL
  • 08/2022 → Present
    Montpelier, VT
Previous Registrations
Other Businesses

*FLORIDA FINANCIAL & INSURANCE AGENCY, INC. 433 PLAZA REAL SUITE 335 BOCA RATON FL. AUG 2022. INV REL. LIFE INSURANCE SALES. CEO AND PRESIDENT. RECRUIT, TRAIN, DEVELOP, ADMIN. DURING TRADE HRS*ROBERT LIEBMAN & LISA LIEBMAN, 135 BRIGHTON DRIVE, BOCA RATON, FL, 33434, ONGOING, INV REL, 12/30/2025, RENTAL PROPERTY, NOT DURING TRD/HRS, 1 HR MO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-20
S63 Uniform Securities Agent State Law Examination 1990-05-15
  • S65 Uniform Investment Adviser Law Examination
    2006-01-20
  • S63 Uniform Securities Agent State Law Examination
    1990-05-15

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