Best Investors Account Sign in
Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-02-03
NY RA APPROVED 2021-06-22
  • NJ RA
    APPROVED
    Since 2022-02-03
  • NY RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
National Life Insurance/Nl Financial Alliance New York NY 02/2011 Present
Equity Services, Inc. Montpelier VT 02/2011 Present
  • 02/2011 → Present
    National Life Insurance/Nl Financial Alliance
    New York, NY
  • 02/2011 → Present
    Montpelier, VT
Other Businesses

*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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-01-12
  • S63 Uniform Securities Agent State Law Examination
    2009-01-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Roseland, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor