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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2016-08-01 |
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 |
|---|---|---|---|---|
| Integrated Financial Concepts, Llc | Roseland | NJ | 07/2016 | Present |
| Equity Services Inc | Montpelier | VT | 07/2016 | Present |
*INTEGRATED FINANCIAL CONCEPTS, LLC / NATIONAL LIFE INS CO - 103 EISENHOWER PARKWAY SUITE 306 ROSELAND NJ - INSURANCE SALES - INV REL- SALES AGENT - 07/2016 TO PRESENT - 160 HRS DURING TRADING HRS 9/4 - I AM AN AGENT BROKER FROM A NLV AGENCY. *TEAM 94. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. AUGUST 2017. NOT INV REL. NON PROFIT COPR FOR AWARENESS OF CONDITIONS. BOARD MEMBER. SUPPORTING THE NON PROFIT WITH FUND RAISING TO DRIVE AWARENESS OF THE CONDITIONS. NOT HANDLING ACCOUNTS/FUNDS. NO COMP. NOT DURING TRADE HRS. 10 HR/MTH. *SPECIAL NEEDS FUNDING COACH. 200 SCHULZ DRIVE SUITE 125 RED BANK NJ. NOT INV REL. SEPT 2020. NO TITLE. REFERRALS ONLY. DURING SOME TRADE HRS. *BEARINGHOPE.ORG, PO BOX 176 RARITAN NJ. AUG 2021. NOT INV REL. NON PROFIT ORG. DONATIONS COMMITTEE CHAIR. SUPPORT FUNDRAISING EVENTS. NOT DURING TRADE HRS. *FRIEDRICH & RIVERSO FINANCIAL LLC. 103 EISENHOWER PKWY SUITE 306 ROSELAND NJ. INV REL. MAY 2023. BUSINESS ACCOUNT. PARTNER. DBA FOR FIXED BUSINESS. DURING TRADE HRS. *FORTIS AGENCY. 103 EISENHOWER PARKWAY SUITE 306 ROSELAND NJ. INV REL. NOVEMBER 2024. FIXED LIFE INSURANCE. AGENT. SELLING FIXED LIFE PRODUCTS. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-04 |
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