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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-08-01 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
103 Eisenhower Parkway Suite 306, Roseland, NJ 07068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial Concepts, Llc | Roseland | NJ | 07/2016 | Present |
| Equity Services Inc | Montpelier | VT | 07/2016 | Present |
*INTEGRATED FINANCIAL CONCEPTS LLC / NATIONAL LIFE INSURNACE CO. - INSURANCE SALES- 103 EISENHOWER PARKWAY SUITE 306 ROSELAND NJ - SALES AGENT - 07/2016 TO PRESENT - 160 HRS DURING TRADING HRS 9/4 - I AM AN AGENT BROKER FROM AN NLV AGENCY. *JEFF FRIEDRICH. 103 EISENHOWER PARKWAY SUITE 306 ROSELAND NJ. JAN 2019. NOT INV REL. PROPERTY AND CASUALTY REFERRALS. REFERRING BUSINESS. NO TITLE. DURING TRADE HRS. *FRIEDRICH & RIVERSO FINANCIAL LLC. 103 EISENHOWER PKWY SUITE 306 ROSELAND NJ. INV REL. MAY 2023. BUSINESS ACCOUNT. PARTNER. DBA FOR FIXED BUSINESS. DURING TRADE HRS. *FORTIS AGENCY. 103 EISENHOWER PARKWAY SUITE 306 ROSELAND NJ. INV REL. NOVEMBER 2024. FIXED LIFE INSURANCE. AGENT. SELLING FIXED LIFE PRODUCTS. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-17 |
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