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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-03-09
  • NJ RA
    APPROVED
    Since 2020-03-09

Branch Locations

200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Co Of America New York NY 04/2012 11/2018
Park Avenue Securities Llc New York NY 04/2012 11/2018
Guardian Life Insurance Company Metuchen NJ 11/2018 02/2020
Park Avenue Securities Metuchen NJ 11/2018 02/2020
Integrated Financial Concepts Llc / National Life Ins Co Red Bank NJ 11/2019 Present
Equity Services, Inc. Montpelier VT 03/2020 Present
  • 04/2012 → 11/2018
    Guardian Life Insurance Co Of America
    New York, NY
  • 04/2012 → 11/2018
    New York, NY
  • 11/2018 → 02/2020
    Guardian Life Insurance Company
    Metuchen, NJ
  • 11/2018 → 02/2020
    Park Avenue Securities
    Metuchen, NJ
  • 11/2019 → Present
    Integrated Financial Concepts Llc / National Life Ins Co
    Red Bank, NJ
  • 03/2020 → Present
    Montpelier, VT
Previous Registrations
  • 2001-02-07 → 2020-03-06
    New York, NY
    East Brunswick, NJ
    New York, NY
    New York, NY
    New York, NY
    Metuchen, NJ
Other Businesses

*INTEGRATED FINANCIAL CONCEPTS, LLC / NATIONAL LIFE INS. COM. - 16 PEARL STREET SUITE 206 METUCHEN, NJ 07701 - INV REL. INSURANCE SALES. SALES AGENT. 11/2019 TO PRESENT. 160 HRS DURING TRADING HRS 9/4 - I AM A BROKER/AGENT FROM A NLV AGENCY. *THE LIMERICK WAY TRUST. 85 LIMERICK WAY, EASTHAM MA. NOT INV REL. MAY 2022. A FAMILY TRUST INTENDED TO PROTECT/KEEP VACATION HOME FOR OUR SONS AND THEIR CHILDREN. GRANTOR. NOT DURING TRADE HRS. *JEROME N. PASICHOW - INSURANCE. 200 SCHULZ DR SUITE 125 RED BANK, NJ. INV REL. DEC 2023. SALE OF LIFE INS, LTC, FIXED ANNUITIES, AND GROUP INS BENEFITS. AGENT. COMPLY WITH ALL STATE REGULATIONS AS IT PERTAINS TO THE SALE OF INS PRODUCTS. DURING TRADE HRS. *ECON VITALITY COMMITTEE OF THE METUCHEN DOWNTOWN ALLIANCE. 10 STATION PLACE METUCHEN NJ. NOT INV REL. JANUARY 2025. ASSIST BUSINESSES IN METUCHEN WITH THE USE OF PUBLIC FUNDS AVAILABLE FOR IMPROVING AND SUSTAINING THEIR BUSINESSES. VOLUNTEER. USING PAST EXPERIENCES TO HELP CURRENT AND NEW BUSINESSES PROSPER. DURING SOME TRADE HRS. *COMPETITIVE EDGE FINANCIAL. 200 SCHULZ DR SUITE 125 RED BANK, NJ. INV REL. JULY 2025. USING AS A MARKETING NAME ON WEBSITE. CO-FOUNDER. DBA FOR MARKETING TO DIFFERENTIATE FROM OTHER TEAMS. DURING TRADE HRS. *ATTENTIVE. 200 SCHULZ DR SUITE 125 RED BANK, NJ. INV REL. JULY 2025. INTRODUCING THE ATTENTIVE BENEFITS OFFERINGS TO BUSINESS OWNERS AND DECISION MAKERS IN PUBLIC SECTOR ORGS. SALES AGENT. EMPLOYEE WELLNESS FOCUS, ARRANGING FOR THE ATTENTIVE PROGRAM TO BE INTRODUCED AND OFFERED TO BUSINESS OWNERS AND DECISION MAKERS OF PUBLIC SECTOR ORGS. DURING TRADE HRS. *FINANCIAL FITNESS. 200 SCHULZ DR SUITE 125 RED BANK NJ. INV REL. NOV 2025. MARKETING NAME FOR JOINT WORK WITH OTHER REPS. TEAM MEMBER. DURING TRADE HRS. *CDM FINANCIAL SERVICES. 200 SCHULZ DR SUITE 125 RED BANK, NJ. INV REL. JANUARY 2026. MARKETING NAME FOR JOINT WORK WITH CHARLES MELITA ON GROUP EMPLOYEE BENEFITS AND ANCILLARY SERVICES. TEAM MEMBER. DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-30
S63 Uniform Securities Agent State Law Examination 1997-04-22
  • S65 Uniform Investment Adviser Law Examination
    1999-12-30
  • S63 Uniform Securities Agent State Law Examination
    1997-04-22

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