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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-03-15
  • NJ RA
    APPROVED
    Since 2022-03-15

Branch Locations

200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States

103 Eisenhower Parkway Suite 306, Roseland, NJ 07068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Virginia Polytechnic Institute And State University Blacksburg VA 08/2016 05/2020
Simon Property Group Hackensack NJ 05/2019 08/2019
Horseneck Tavern North Caldwell NJ 06/2018 08/2019
Integrated Financial Concepts / National Life Group Red Bank NJ 09/2020 Present
Unemployed Chatham NJ 06/2020 08/2020
Equity Services, Inc. Montpelier VT 06/2021 Present
  • 08/2016 → 05/2020
    Virginia Polytechnic Institute And State University
    Blacksburg, VA
  • 05/2019 → 08/2019
    Simon Property Group
    Hackensack, NJ
  • 06/2018 → 08/2019
    Horseneck Tavern
    North Caldwell, NJ
  • 09/2020 → Present
    Integrated Financial Concepts / National Life Group
    Red Bank, NJ
  • 06/2020 → 08/2020
    Unemployed
    Chatham, NJ
  • 06/2021 → Present
    Montpelier, VT
Other Businesses

*INTEGRATED FINANCIAL CONCEPTS LLC. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. INV REL. SEPT 2020. INS SALES. SALES AGENT. I AM A BROKER FROM A NL AGENCY. DURING TRADE HRS. *PENSION EDUCATORS. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. INV REL. JAN 2022. AGENT. WORKING WITH PUBLIC SCHOOL EMPLOYEES AND PROFESSIONALS WITH PENSIONS. HELP EDUCATE THOSE WITH PENSIONS. DURING TRADE HRS. *TEACHERS PENSION. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. INV REL. APRIL 2022. WORK WITH PUBLIC SCHOOL EMPLOYEES WITH PENSIONS. AGENT. HELP EDUCATE PROFESSIONALS WITH PENSIONS. DURING TRADE HRS. *SPECIAL NEEDS FUNDING COACH. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. INV REL. JAN 2022. SPECIAL NEEDS PLANNING. AGENT. PROVIDING CUSTOMER SERVICE AND DATA INPUT FOR SPECIAL NEEDS PLANNING CASES. DURING TRADE HRS. *FRIEDRICH AND RIVERSO FINANCIAL. 103 EISENHOWER PARKWAY SUITE 306 ROSELAND NJ. INV REL. DEC 2025. FIXED INSURANCE. TEAM MEMBER/AGENT. FIXED INSURANCE PLANNING. DURING TRADE HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-03
  • S66 Uniform Combined State Law Examination
    2022-03-03

View on SEC IAPD

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