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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-28 |
| NY | RA | APPROVED | 2021-06-22 |
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 |
|---|---|---|---|---|
| Subconscious Threads Llc | Staten Island | NY | 05/2007 | 11/2020 |
| Equity Services Inc | Montpelier | VT | 12/2013 | Present |
| Nl Financial | Red Bank | NJ | 12/2013 | Present |
*UNITED HEALTHCARE. 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ.SALES AGENT. INV REL. DUR TRD HRS. 5 HRS/MO.01/2016. I WILL USE THIS OBA TO SELL MEDICARE SUPPLEMENT AND HEALTH INSURANCE. *INDEPENDENT INSURANCE AGENT 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. SELLING LIFE, ACCIDENT, HEALTH. INV REL. PARTNER.12/2011-CURRENT. 8 HRS/MO. NOT DURING TRADE HRS. *WILLIAM SCOTT INSURANCE AGENCY LLC. INV REL. P&C AUTO INS. PARTNER. 9/2012. 10 HRS/MO. NOT DURING TRADE HRS. *NICHOLAS VINCENT D'ANGELO FOUNDATION. 89 CLEARMONT AVE, STATEN ISLAND NY. NOT INV REL. ACCEPT DONATIONS TO PROVIDE FUNDING FOR PREMATURE BIRTH RESEARCH. PRESIDENT. FEB 2015-CURRENT. 5 HRS/MO. NOT DURING TRADE HRS. *INTEGRATED PLANNING GROUP. 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. INV REL. INSURANCE SALES. FNCL ADVR/MANAGING DIR. MARCH 2016. 160 HRS/MO. DURING TRADE HRS. *TEAM 94. 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. AUG 2017. NOT INV REL. NON-PROFIT CORP FOR AWARENESS OF CONDITIONS (AUTISM). BOARD MEMBER. SUPPORTING THE NON-PROFIT WITH FUND RAISING TO DRIVE AWARENESS OF CONDITIONS. NOT HANDLING FINANCIAL ACCOUNTS FOR NON PROFIT. NOT DURING TRADE HRS. *WAR BABY INC. 5 BUCHMAN CT, BRIDGEWATER, NJ. NOT INV REL OCT 2019. ARTIST MANAGEMENT SERVICES. MEMBER, CONSULTING. NOT DURING TRADE HRS. *SPECIAL NEEDS FUNDING COACH. 200 SCHULZ DRIVE SUITE 125 RED BANK, NJ. JAN 2024. NOT INV REL. SPECIAL NEEDS PLANNING, TEAM MEMBER ON WEBSITE. SPECIAL NEEDS PLANNER. EDUCATE AND CONSULT WITH CLIENTS ON SPECIAL NEEDS PLANNING. DURING TRADE HRS. *CRANFORD SQUARE LLC. 101 MILN ST CRANFORD NJ. JAN 2025. PIZZARIA. FOUNDER. AS PART OF MEMBER RELATIONSHIP WILL ADD FUNDS AS NEEDED. MARKETING AND BRAINSTORMING TO HELP DEVELOP THE BUSINESS. DURING SOME TRADE HRS. *RICHMOND UNIVERSITY MEDICAL CENTER FUNDRAISE BOARD. 355 BARD AVE, SI NY. NOT INV REL. JAN 2025. MEMBER OF NON-PROFIT BOARD OF DIR. HELP W/GIVING & FUNDRAISING. BOARD MEMBER. QUARTERLY MEETINGS, HELP WITH FUNDRAISING/CONSULTING. DURING SOME TRADE HRS. *WILD YEAST INC. 250 ARLINGTON AVE, SI NY. JAN 2025. NOT INV REL. FROZEN PIZZA MANUFACTURING. PARTNER. HELP WITH MARKETING IDEAS, CONSULT BRAND STRATEGY. DURING SOME TRADE HRS. *OUR DOUGH INC. 5 BUCHMAN CT, BRIDGEWATER TWNSHP, NJ. NOT INV REL. SEP 2023. FROZEN PIZZA DISTRIBUTION. PRESIDENT. CONSULTATION ON MARKETING. DURING SOME TRADE HRS. *WAX INSURANCE SERVICES, LLC. 5 BUCHMAN CT, BRIDGEWATER, NJ. INV REL. FEB 2026. P&C INS SERVICES SPECIFICALLY FOR COLLECTIBLES AND JEWELRY. BROKER. PROVIDE INSURANCE FOR JEWELRY AND COLLECTIBLES. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-13 |
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