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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-08-19
  • NJ RA
    APPROVED
    Since 2022-08-19

Branch Locations

103 Eisenhower Parkway Suite 306, Roseland, NJ 07068 • United States

200 Schulz Drive Suite 125, Red Bank, NJ 07701 • 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
Metlife Securities Inc. Roseland NJ 03/1986 03/2017
Mml Investors Services, Llc Fairfield NJ 03/2017 08/2022
Massmutual Life Insurance Fairfield NJ 07/2016 08/2022
Equity Services Inc Montpelier VT 08/2022 Present
Integrated Financial Concepts Red Bank NJ 08/2022 Present
  • 03/1986 → 03/2017
    Metlife Securities Inc.
    Roseland, NJ
  • 03/2017 → 08/2022
    Fairfield, NJ
  • 07/2016 → 08/2022
    Massmutual Life Insurance
    Fairfield, NJ
  • 08/2022 → Present
    Montpelier, VT
  • 08/2022 → Present
    Integrated Financial Concepts
    Red Bank, NJ
Previous Registrations
  • 2017-03-25 → 2022-08-17
    Roseland, NJ
    Fairfield, NJ
    Fairfield, NJ
  • 2002-07-30 → 2017-03-25
    Msi Financial Services, Inc.
    Roseland, NJ
    Short Hills, NJ
    Roseland, NJ
    Roseland, NJ
Other Businesses

*INTEGRATED FINANCIAL CONCEPTS LLC/NATIONAL LIFE GROUP,103 EISENHOWER PARKWAY,SUITE 306,ROSELAND, NJ 07068,08/2022,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,100%. *AUTOPAY CHECKS HCM. 103 EISENHOWER PKWY, SUITE 306, ROSELAND NJ. AUG 2022. NOT INV REL. PAYROLL COMPANY. SEND PROPOSALS FOR 401K'S AND BUSINESS INSURANCE. DURING TRADE HRS.

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