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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-12-05 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Cranford | NJ | 07/2015 | 03/2018 |
| Park Avenue Securities | Cranford | NJ | 07/2015 | 03/2018 |
| Signator Investors Inc | Yardley | NJ | 03/2018 | 11/2018 |
| Royal Alliance Associates, Inc. | Yardley | PA | 11/2018 | 11/2022 |
| National Life Group | Red Bank | NJ | 12/2022 | Present |
| Equity Services, Inc. | Montpelier | VT | 12/2022 | Present |
1. BENEVOLENT & PROTECTIVE ORDER OF ELKS. 249 BROADWAY, KEYPORT NJ. NOT INV REL. APRIL 2019. PAST EXALTED RULER. NON PROFIT FRATERNAL ORGANIZATION. ATTEND MEETINGS. ADVISE CURRENT OFFICERS ON PROCEDURES OF THE ORDER. VOLUNTEER AT CHARITABLE FUNCTIONS. HELP TO INSTALL NEW MEMBERS. DURING SOME TRADE HRS. 2. SPECIAL NEEDS FUNDING COACH. 200 SCHULZ DRIVE, SUITE 125, RED BANK, NJ 07701. NOT INV REL. DEC 2022. BROKER. WEBSITE AND RESOURCE ORGANIZATION TO DRIVE SPECIAL NEEDS PLANNING. TO INFORM AND EDUCATE FAMILIES WITH A SPECIAL NEEDS DEPENDENT HOW TO PLAN TO RETAIN GOVERNMENT BENEFITS, ESTATE PLAN, AND MAXIMIZE RESOURCES. DURING TRADE HRS. 3: INTEGRATED FINANCIAL CONCEPTS, LLC. 200 SCHULZ DRIVE, SUITE 125, RED BANK, NJ 07701. INV REL. DEC 2022. INSURANCE SALES. SALES AGENT. BROKER AGENT FROM A NLV AGENCY. 100% DURING TRADING HOURS 8-5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-22 |
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