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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
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 |
|---|---|---|---|---|
| Nomura Holding America | New York | NY | 03/2022 | 08/2025 |
| Nomura Securities International Inc. | New York | NY | 03/2022 | 08/2025 |
| Jp Morgan Chase & Co. | Staten Island | NY | 05/2019 | 02/2022 |
| Staten Island Wing Co. | Staten Island | NY | 06/2017 | 04/2019 |
| Full-Time Education | Staten Island | NY | 09/2013 | 05/2017 |
| National Life Group | Red Bank | NJ | 09/2025 | Present |
| Equity Services Inc | Montpelier | VT | 10/2025 | Present |
*INTEGRATED FINANCIAL CONCEPTS/ NL INSURANCE. SCHULZ DR, RED BANK, NJ. INV REL. SEP 2025. FIXED INS SALES, SALES AGENT. SEPT 2025. DURING TRADE HRS. *COMPETITIVE EDGE FINANCIAL. SCHULTZ DR, RED BANK, NJ. INV REL.. OCT 2025. MARKETING NAME FOR FIXED INS BUSINESS. TEAM MEMBER. DURING TRADE HRS. *PETER ZUNNO JR. INSURANCE SALES. SCHULTZ DR, RED BANK, NJ. INV REL. OCT 2025. SALE OF LIFE INS, LTC, FIXED ANNUITIES, AND GROUP INS. AGENT. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-15 |
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