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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
*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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-15 |
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