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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-03 |
| NY | RA | APPROVED | 2021-06-22 |
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 |
|---|---|---|---|---|
| National Life Group | Red Bank | NJ | 03/2011 | Present |
| Equity Services, Inc. | Montpelier | VT | 03/2011 | Present |
*NATIONAL LIFE;200 SCHULZ DR, #125, RED BANK NJ,INV REL;INS SALES;SALES AGENT;04/2011 TO PRESENT;160 HRS/MO;DURING TRAD HRS;*PROFESSIONAL GROUP PLANS;200 SCHULZ DR, #125, RED BANK NJ, INV REL; HEALTH INS;HEALTH INS BROKER;06/2006; 2 HRS/MO; DURING TRADE HRS;INDEPENDENT HEALTH INS BROKER. *INTEGRATED FINANCIAL CONCEPTS,200 SCHULZ DR, SUITE 125, RED BANK NJ.INV REL. INS SALES.AGENT. 1/2015.160 HRS/MO.,DURING TRADE HRS *UNITED HEALTHCARE MEDICARE.200 SCHULZ DR, SUITE 125, RED BANK NJ,INV REL.HEALTH INS.AGENT.2/2015.1-2 HRS/MO.NOT DURING TRADE HRS *NARROWS INSURANCE AGENCY & LYONS GENERAL INSURANCE AGENCY,200 SCHULZ DR, #125, RED BANK NJ,INV REL.AGENT.INS SALES.FEB/2015.4 HRS/MO.DURING TRADE HRS *UHC BROKER ADVISORY COUNCIL.77 WATER ST, NEW YORK, NY 10005,NOT INV REL.TO DISCUSS UHC AND WHAT IT DOES WELL/WHAT IT CAN IMPROVE ON.PARTICIPATE ON ADVISORY COUNCIL.3/18/15.DURING TRADE HRS *COMPREHENSIVE PLANNING-GOODMAN (CPG).200 SCHULZ DR, #125, RED BANK NJ,INV REL. LIFE INS SALES.AGENT. 3/2015. 5 HRS/MO. DURING TRADE HRS *NEW YORK STATE WOMEN,INC. STATEN ISLAND CHAPTER.697 FORREST AVE STATEN ISLAND NY 10314.NOT INV REL. RUN GENERAL MEETINGS/BOARD MEETINGS ON MONTHLY BASIS, WORK W/COMMITTEE ON SPECIAL EVENTS.CHAIR OF ZOOM/EMAILS. JUNE 2016. 3 HRS/MO. NOT DURING TRADE HRS *CRUMP.200 SCHULZ DR, SUITE 125, RED BANK NJ.FINANCIAL ADVISOR.INV REL. DUR TRD HRS.6/2016.I OFFER LIFE INS AND FIXED ANNUITIES TO CLIENTS *UNITED HEALTH ONE.200 SCHULZ DR, SUITE 125, RED BANK NJ. BROKER. INV REL. DUR TRD HRS.6/2016.I WILL OFFER UNITED HEALTH PRODUCTS THROUGH THE NY STATE HEALTH INS EXCHANGE *PGP AND PREMIER COMPANIES DBA UNITED HEALTHCARE.200 SCHULZ DR, SUITE 125, RED BANK NJ. 7/2016. OFFER MEDICARE ADVANTAGE PLANS & SUPPLEMENTS TO SENIORS/DISABLED IND ON MEDICARE.FNCL ADVISOR/GA.REVIEW MEDICARE AND THE DIFFERENT OPTIONS AVAILABLE. *4102 DTMRS LLC. 974 STAFFORD AVE, STATEN ISLAND NY 10309. DEC 2016. A SILENT PARTNER ON PARENTS INV PROPERTY. GENERAL PARTNER.NO DUTIES, ONLY A SILENT PARTNER, WILL INHERIT PROPERTIES SOMEDAY, ADVISED TO DO BY ACCOUNTANT & ATTORNEY. 0 HRS/MO. NOT DURING TRADE HRS.*MARGARET ANTONIELLO. 200 SCHULZ DR, #125, RED BANK NJ. 12/2017. INV REL. SALE OF FIXED ANN/LIFE INS. ADVISOR. DURING TRADE HRS. *MARGARET ANTONIELLO. 200 SCHULZ DR, #125, RED BANK NJ.1/2018. NOT INV REL. MENTOR SJU STUDENTS. MENTOR. ANSWER QUESTIONS STUDENTS HAVE ABOUT CAREERS. NOT DURING TRADE HRS. *AMERICAN CANCER SOCIETY. 1200 SOUTH AVE, STATEN ISLAND, NY 10314 AND 148 NEW DORP LN, STATEN ISLAND, NY 10306. NOT INV REL. 3/2017. VOLUNTEER FOR THE AMERICAN CANCER SOCIETY BREAKFAST WITH SANTA, RAISE MONEY FOR PEDIATRIC CANCER RESEARCH. COMMITTEE MEMBER. POSSIBLE CO-CHAIR. SOLICIT DONATIONS FROM ACT, SECURE VENUE, PREP FOR THE EVENT. DURING TRADE HRS. *MARGARET ANTONIELLO. CORPORATE COMMONS 2 STATEN ISLAND, NY.6/2019. NOT INV REL. PROGRAM ADV COMMITTEE. MEMBER. REVIEW CURRIC/PARTNERS/RESOURCES. NOT DURING TRADE HRS. *IFC BROKERAGE. 200 SCHULZ DR, #125, RED BANK NJ. INV REL. FEB 2021. OUTSIDE LIFE/FIX ANN/LTC/DIS INS. AGENT. OFFER CLIENTS FIXED PRODUCTS WHEN NL PRODUCTS DO NOT FIT. DURING TRADE HRS. *MAGUIRE WOODS HOA. 974 STAFFORD AVE, STATEN ISLAND NY 10309. DEC 2017. NOT INV REL. MAKE DECISIONS ON BEHALF OF MEMBERS OF THE COMMUNITY. PRESIDENT. TAKE MINUTES/MAKE DECISIONS. NOT DURING TRADE HRS*RENTAL PROPERTY. 165 JOHANNA LN, STATEN ISLAND NY. INV REL. NOV 2022. RENTAL OF APT IN 2 FAMILY HOME. LANDLORD. COLLECT RENT, MAINTAIN PROP. DURING SOME TRD HRS. *MARGARET ANTONIELLO - FORTIS AGENCY. 200 SCHULZ DR, SUITE 125, RED BANK NJ. INV REL. MAY 2025. FIXED ANNUITIES THRU THE FORTIS AGENCY. AGENT. DISCUSS FIXED ANN RATES. DURING TRADE HRS.*ARCADIA SETTLEMENTS GROUP/CRUMP. 200 SCHULZ DR, SUITE 125, RED BANK NJ. JUNE 2025. INV REL. OFFER STRUCTURED SETTLEMENT ANNUITIES VIA CRUMP VIA FIA PRODUCT. BROKER. DURING TRADE HRS. *ALTOMORE FINANCIAL GROUP. 200 SCHULZ DR #125 RED BANK NJ. INV REL. APR 2026.SELL IND HEALTH INS IN NJ. BROKER. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-01-18 |
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