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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2002-10-24 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 06/2001 | Present |
| Maxwell Harris Co | New York | NY | 02/2001 | 09/2022 |
| National Life Group | Red Bank | NJ | 06/2001 | Present |
*NATIONAL LEGACY GROUP. 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. AGENT. INV REL. LIFE INSURANCE SALES. 7/01 - PRES. 160 HR/MO DUR TRDNG. AGENT/BROKER FOR SEVERAL INSURANCE CO'S TO SELL LIFE, DISABILITY, LTC AND HEALTH*RICHARD B. HARRIS INVESTMENT RELATED. 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. LIFE INSURANCE. AGENT/7/01-OPRES. 160 HR PER MONTH. DURING TRADING HRS. AGENT OR BROKER FOR SEVERAL INSURANCE CO TO SELL LIFE, HEALTH AND LTC. *NL FINANCIAL ALLIANCE/NATIONAL LIFE GROUP/NATIONAL LIFE INSURANCE COMPANY; 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. INVESTMENT RELATED; INSURANCE SALES; SALES AGENT; 07/2001 TO PRESENT; 160 HRS/MO; DURING TRAD HRS; I AM AN AGENT BROKER FOR NLV AGENCY*INTEGRATED FINANCIAL CONCEPTS. 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ.INV REL. INSURANCE SALES. SALES AGENT. FEB 2015-CURRENT. 160 HRS/MO. DURING TRADE HRS*CPG-COMPREHENSIVE PLANNING GOODMAN. 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. INV REL. LIFE & DIS INS. AGENT. JANUARY 2016. 5 HRS/MO. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-07 |
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