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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-06-10 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
One National Life Drive, Montpelier, VT 05604 • 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 |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 06/2015 | Present |
| National Life Insurance Company | Red Bank | NJ | 06/2015 | Present |
*NATIONAL LIFE INS/ INTEGRATED FINANCIAL CONCEPTS LLC. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. INSURANCE SALES - AGENT - 06/2015 TO PRESENT - 160 HRS/MO. DURING TRADING HRS - I AM AN AGENT BROKER FROM AN NLV AGENCY - THE BUSINESS IS NON-EQUITY RELATED. *TEACHERS PENSION AND INSURANCE SERVICES. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. EDUCATING EXISTING EDUCATION PROFESSIONALS AN THEIR RETIREMENT PORTFOLIOS. AREA DIRECTOR. MAY 2016. 20 HRS/MO. DURING TRADE HRS. *PENSION EDUCATORS. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. OCT 2019. WORK WITH MUNICIPAL EMPLOYEES AS WELL AS POLICE/FIREFIGHTERS ON 457 OPTIONS/ENROLLMENTS AND INS RELATED PRODUCTS AVAILABLE TO THEM. AGENT. MEET WITH MUNICIPAL EMPLOYEES TO PRESENT OPTIONS AND INTRODUCE ANY OTHER INSURANCE PRODUCTS THEY MAY BE INTERESTED IN. DURING TRADE HRS. *WITHUM INSURANCE. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. MARCH 2024. CONFERENCE CALLS CONDUCTED TO DISCUSS FIXED INS OPPORTUNITIES OF CLIENTS. AGENT. ONLY CONF CALLS TO DISCUSS MARKETING OPPORTUNITIES FOR FIXED INS WITH CLIENTS. DURING TRADE HRS. *FREEDOM HORIZON FINANCIAL. 103 EISENHOWER PARKWAY SUITE 306 ROSELAND NJ. INV REL. MAY 2026. DISTRIBUTION OF FIXED INS AND FIXED ANNUITY PRODUCTS. PRESIDENT. OVERSIGHT OF OPERATION. DURING TRADE HRS. *INTEGRATED WEALTH. 200 SCHULZ DR SUITE 125 RED BANK NJ. INV REL. MAY 2026. MARKETING RESOURCE. MANAGING PARTNER. MARKETING TO NL AGENCIES. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-19 |
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