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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-04-24
  • NJ RA
    APPROVED
    Since 2023-04-24

Branch Locations

200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pink Staten Island NY 12/2019 12/2020
Binghamton University Staten Island NY 08/2018 05/2022
Tottenville High School Staten Island NY 09/2014 06/2018
Integrated Financial Concepts Red Bank NJ 08/2022 Present
Equity Services, Inc. Montpelier VT 02/2023 Present
  • 12/2019 → 12/2020
    Pink
    Staten Island, NY
  • 08/2018 → 05/2022
    Binghamton University
    Staten Island, NY
  • 09/2014 → 06/2018
    Tottenville High School
    Staten Island, NY
  • 08/2022 → Present
    Integrated Financial Concepts
    Red Bank, NJ
  • 02/2023 → Present
    Montpelier, VT
Other Businesses

*INTEGRATED FINANCIAL CONCEPTS, LLC- 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ 07701. INV REL. SALES AGENT - INSURANCE SALES - 8/2022 TO PRESENT - I AM A BROKER AGENT FROM AN NLV AGENCY. DURING TRADE HRS. *TEACHER'S PENSION - 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ 07701. INV REL. PROVIDE LUNCH TO TEACHERS AND STAFF WHILE EDUCATING THEM ON THEIR PENSION & BENEFITS - FINANCIAL REPRESENTATIVE - 10/2022 TO PRESENT - 5-10 HOURS DURING TRADING HRS 8/5. *INTEGRATED PLANNING GROUP. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ 07701. INV REL. FEB 2026. INSURANCE PLANNING TEAM. AGENT. TEAM MEMBER TO SERVICE CLIENTS, MARKET, PORTFOLIO CONSTRUCTION, ETC. DURING TRADE HRS. *PENSION EDUCATORS. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ 07701. INV REL. AUG 2026. MEET WITH EDUCATIONAL PROFESSIONALS TO DISCUSS PENSIONS AND RETIREMENT PLANNING. AGENT. EDUCATE EXISTING TEACHERS AND STAFF ON THEIR STATE PENSION AND RETIREMENT PLANNING OPTIONS. DURING TRADE HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-21
  • S66 Uniform Combined State Law Examination
    2023-04-21

View on SEC IAPD

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