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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-05 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
103 Eisenhower Parkway Suite 306, Roseland, NJ 07068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 05/2024 | Present |
| National Life Insurance Co | Roseland | NJ | 05/2024 | Present |
| Citigroup | New York | NY | 01/2018 | 04/2024 |
| Investors Bank | New York | NY | 07/2016 | 01/2018 |
*INTEGRATED FINANCIAL CONCEPTS LLC/NATIONAL LIFE INSURANCE CO. 103 EISENHOWER PKWY SUITE 306, ROSELAND, NJ 07068. INV REL. 05/2024-PRESENT. INSURANCE SALES. SALES AGENT. I AM A BROKER AGENT FROM A NLV AGENCY. *FINANCIAL STRATEGIES FOR LIFE. 103 EISENHOWER PKWY SUITE 306, ROSELAND, NJ 07068. INV REL. AUGUST 2024. MARKETING NAME. OWNER. DBA FOR FIXED INSURANCE MARKETING. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
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