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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-03 |
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
103 Eisenhower Parkway Suite 306, Roseland, NJ 07068 • United States
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 |
|---|---|---|---|---|
| National Life Insurance/Nl Financial Alliance | New York | NY | 02/2011 | Present |
| Equity Services, Inc. | Montpelier | VT | 02/2011 | Present |
*NATIONAL LIFE INSURANCE COMPANY/NL FINANCIAL ALLIANCE, INV REL,200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. INSURANCE SALES, SALES AGENT, 02/2011 TO PRESENT, 160 HRS, DURING TRADING HRS 9/4, I AM AN AGENT BROKER OF NLV AGENCY. *BEACON BENEFITS SOLUTIONS. 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. INV REL. LIFE, DIS, LTC INS VIA NLG. FNCL ADVISOR. 10/2012-CURRENT. 15-30 HRS/MO. DURING TRADE HRS. *BEACON FINANCIAL, 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. INVESTMENT RELATED, INSURANCE SALES, FINANCIAL ADVISOR, STARTING AS SOON AS APPROVED, 20 HRS/MONTH, DURING TRADE HRS. *INTEGRATED FINANCIAL CONCEPTS. 200 SCHULZ DRIVE, SUITE 125, RED BANK NJ. INV REL. INSURANCE SALES. SALES AGENT. FEB 2015-CURRENT. 160 HRS/MO. DURING TRADE HRS. *BNI PREFER TO REFER. ANNADALE TERRACE - 802 ANNADALE ROAD, STATEN ISLAND, NY 10314. NOT INV REL. 07/16/2025. ONGOING. BUSINESS NETWORKING GROUP.INSURANCE,AGENT,REFERRALS FROM OTHER BUSINESS OWNERS. INV REL. DURING SOME TRD/HRS.1-3%. *ST. BENEDICT ROMAN CATHOLIC CHURCH & SCHOOL. 165 BETHANY ROAD HOLMDEL NJ. NOT INV REL. FEB 2026. MEMBER OF ADVISORY BOARD OF SCHOOL & CHURCH FINANCIAL COUNCIL. MEMBER. MONTHLY MEETINGS TO REVIEW SCHOOL/CHURCH FINANCIAL MATTERS WITH OTHER COUNCIL MEMBERS. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-01-12 |
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