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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2013-12-17 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
103 Eisenhower Parkway Suite 306, Roseland, NJ 07068 • 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 | 12/2013 | Present |
| National Life Group | Edison | NJ | 12/2013 | Present |
*LEGATUS GROUP.200 SCHULZ DRIVE SUITE 125 RED BANK, NJ,INV REL.INSURANCE. FINANCIAL PLANNER.MAY 2015.10 HRS/MO.DURING TRADE HRS *INTEGRATED PLANNING GROUP. 200 SCHULZ DRIVE SUITE 125 RED BANK, NJ. INV REL.FIXED LIFE/ANNUITIES.CFP. MARCH 2016.160 HRS/MO.DURING TRADE HRS. *THE OBJECTIVE ROOM. 200 SCHULZ DRIVE SUITE 125 RED BANK, NJ. NOT INV REL. AUG 2020. THIS IS A WEBSITE USED FOR MARKETING PURPOSES. AGENT. COBRANDING AND MARKETING WITH THE OBJECTIVE ROOM FOR PROSPECTING NEW CLIENTS, DISCOVERING NEW ADVISORS, AND OFFERING FINANCIAL SERVICES, FINANCIAL LITERACY, AND FINANCIAL EDUCATION TO OUR MARKET. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-02 |
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