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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
*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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-03 |
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