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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-09-13 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • 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 |
|---|---|---|---|---|
| Integrated Financial Concepts Llc | Red Bank | NJ | 08/2016 | Present |
| Equity Services, Inc. | Montpelier | VT | 09/2016 | Present |
*INTEGRATED FINANCIAL CONCEPTS LLC / NATIONAL LIFE INS CO - 200 SCHULZ DRIVE SUITE 125 RED BANK NJ - INV REL - INSURANCE SALES - SALES AGENT - 08/2016 TO PRESENT - DURING TRADING HRS 9/4 - THE BUSINESS IS NON-EQUITY RELATED - I AM AN AGENT BROKER FROM A NLV AGENCY * MICHALE PREVITI - 409 GLENN AVE., EGG HARBOR TOWNSHIP, NJ 08234 - ADVISOR - EMPLOYEE BENEFITS - PROVIDE EMPLOYEE BENEFIT SOLUTIONS FOR BUSINESS 40 HR DURING TRADING HRS 9/4. *TEACHER'S PENSION AND INSURANCE SERVICES. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. INV REL. SEPT 2016. RETIREMENT ADVISOR WITH TEACHER'S PENSION. AGENT. PROVIDE EDUCATIONS SEMINARS FOR TEACHERS ABOUT THEIR RETIREMENTS OPPORTUNITIES. DURING TRADE HRS. *EGG HARBOR TOWNSHIP SOCCER CLUB. 417 GLENN AVENUE, EGG HARBOR TOWNSHIP NJ. NOT INV REL. FEB 2022. PRESIDENT. OVERSEE CLUB ACTIVITIES WITH RESPECT TO GAMES AND PRACTICES. MEET WITH FELLOW BOARD MEMBERS ON MONTHLY BASIS TO ADDRESS CLUB NEEDS AND ISSUES. NOT DURING TRADE HRS. *PENSION EDUCATORS. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. INV REL. AUG 2026. ONLINE MARKETING TO EMPLOYEES OF SCHOOL. DISTRICTS TO ASSIST IN SAVING FOR RETIREMENT. AGENT. ASSIST SCHOOL DISTRICT EMPLOYEES IN SAVING AND PLANNING FOR RETIREMENT. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-29 |
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