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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-08-11 |
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 |
|---|---|---|---|---|
| Metlife Securities | Roseland | NJ | 04/2003 | 03/2017 |
| Metropolitian Life Ins. Co | Roseland | NJ | 04/2003 | 03/2017 |
| Mml Investors Services, Llc | Roseland | NJ | 03/2017 | 08/2017 |
| Integrated Financial Concepts Llc / National Life Group | Red Bank | NJ | 08/2017 | Present |
| Equity Services, Inc. | Montpelier | VT | 08/2017 | Present |
*INTEGRATED FINANCIAL CONCEPTS, LLC / NATIONAL LIFE INS CO - SALES INSURANCE -200 SCHULZ DRIVE SUITE 125 RED BANK NJ - INV REL- INSURANCE SALES - 160 HRS DURING TRADING HRS 9/4 - I AM A BROKER AGENT FROM A NLV AGENCY. *AEGIS. 3 VICKBURG CT - FREEHOLD, NJ 07728 - INV REL- P&C SALES AUTO AND HOME - I AM A BROKER - REFER AUTO AND HOME SALES - 007/2017 TO PRESENT - 5% OF TIME DURING TRADING HRS 9/4. *DFP LLC - 3 VICKSBURG CT, FREEHOLD, NJ 07728 -INV REL- 05/2011 TO PRESENT - HEALTH AND LIFE BUSINESS - OWNER - I PROVIDE HEALTH AND LIFE SOLUTIONS TO CLIENTS - 20 HRS DURING TRADING HRS 9/4. *PAINE ENTERPRISE - 3 VICKBURG CT, FREEHOLD , NJ 07728 -NOT INV REL- CURRENT - PASS THROUGH COMPANY FOR TAX PURPOSES - OWNER - 0 HRS DURING TRADING HRS 9/4. *JUSTIN PAINE. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. INV REL. AUG 2019. MULTIPLE CARRIERS, USING BEST PRODUCTS FOR CLIENT'S NEEDS. AGENT. DURING TRADE HRS. PLACING BUSINESS THROUGH GREAT AMERICAN. *DFP. 3 VICKBURG CT, FREEHOLD , NJ 07728. MARCH 2020. PROPERTY & CASUALTY INS. BROKER/CONSULTANT. PROVIDE ADVICE. DURING TRADE HRS. *DFP. 3 VICKBURG CT, FREEHOLD , NJ 07728. INV REL. DEC 2023. LIFE AND DISABILITY INS WITH LIFE BROKERAGE. AGENT/BROKER. ASSIST CLIENTS AND PROVIDE ADVISE. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 2002-09-12 |
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