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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-03-13 |
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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Piscataway | NJ | 02/1998 | 03/2018 |
| Metlife Securities Inc. | Piscataway | NJ | 02/1998 | 03/2018 |
| Mml Investors Services, Llc | Iselin | NJ | 03/2017 | 03/2018 |
| Integrated Financial Concepts Llc / National Life Ins Co | Red Bank | NJ | 03/2018 | Present |
| Equity Services, Inc. | Montpelier | VT | 03/2018 | Present |
*INTEGRATED FINANCIAL CONCEPTS LLC / NATIONAL LIFE INS CO. - 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ- INSURANCE SALES - SALES AGENT - INV REL - 03/2018 TO PRESENT - 160 HRS DURING TRADING HRS 9/4 - I AM AN AGENT BROKER FROM A NLV AGENCY. *JAMES J. MCATEER. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. NOV 2018. MARKETING AND SALE OF SPIAS AND FIXED ANNUITIES. AGENT. SALES/MARKETING. DURING TRADE HRS. *JAMES MCATEER. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. FEB 2020. DISABILITY INCOME INS TRHOUGH METRO DI. AGENT. WRITING AND SERVICING DISABILITY POLICIES. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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