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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-08-19 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 08/2015 | Present |
| National Life Ins Co/Integrated Financial Concepts, Llc | Red Bank | NJ | 07/2015 | Present |
*NATIONAL LIFE INSURANCE CO/INTEGRATED FINANCIAL CONCEPTS LLC. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. INS SALES. SALES AGENT. 7/2015. 160 HRS/MO. DURING TRADE HRS. *TEACHERS PENSION AND INSURANCE SERVICES. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. EDUCATING EXISTING EDUCATION PROFESSIONALS ON THEIR RETIREMENT PORTFOLIOS. AGENT. MAY 2016. 60-100 HRS/MO. DURING TRADE HRS. *PENSION EDUCATORS. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. DEC 2019. WORK WITH PUBLIC EMPLOYEES AS WELL AS POLICE/FIREFIGHTERS AND TEACHERS ON 457 OPTIONS/STRATEGIES AND INSURANCE. AGENT. MEET WITH MUNICIPAL EMPLOYEES TO SHOW 457/INSURANCE OPTIONS AND INTRODUCE ANY OTHER INSURANCE PRODUCTS THEY MAY BE INTERESTED IN. DURING TRADE HRS*COMPETITIVE EDGE FINANCIAL,200 SCHULZ DR., STE 125, RED BANK, NJ 07701,12/01/2025,ONGOING, INV REL,DURING TRD/HRS,INSURANCE MARKETING NAME,AGENT, 1%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-20 |
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