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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-10-13 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 10/2008 | 09/2017 |
| Hornor Townsend And Kent, Inc | Horsham | PA | 10/2008 | 09/2017 |
| Equity Services, Inc. | Montpelier | VT | 09/2017 | Present |
| Integrated Financial Concepts Llc/ National Life Group | Red Bank | NJ | 09/2017 | Present |
*INTEGRATED FINANCIAL CONCEPTS LLC / NATIONAL LIFE INS CO - 200 SCHULZ DRIVE, RED BANK NJ 07701 - INS SALES - INV REL - SALES AGENT - 09/2017 TO PRESENT - 160 HRS DURING TRADING HRS 9/4 - I AM A BROKER AGENT FROM A NLV AGENCY. *WEALTH COORDINATION CONSULTANTS. 200 SCHULZ DRIVE, RED BANK NJ 07701. JUNE 2018. INV REL. CONSULTANT. DO CLIENT TRANSACTIONS RELATED TO INSURANCE. DURING TRADE HRS. *KORTRIGHT PARTNERS. 2829 SOUTH 88TH STREET, OMAHA, NE 68124. OCT 2019. INV REL. GENERAL AGENCY FOR LIFE AND FIXED ANNUITY SALES. AGENT. DURING TRADE HRS. *LIFE BROKERAGE. 2 CENTRAL AVE SUITE 1 HAMMONTON NJ. AUG 2019. INV REL. GENERAL AGENCY FOR LIFE, DI, AND LTC SALES. AGENT. DURING TRADE HRS. *PROTECTION USA. 200 SCHULZ DRIVE, RED BANK NJ 07701. INV REL. DEC 2019. FIXED INS SALES AND SERVICE. FOUNDER. SELLING AND SERVICING FIXED INS CLIENTS. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-09 |
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