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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-28 |
Branch Locations
200 Schulz Drive Suite 125, Red Bank, NJ 07701 • United States
103 Eisenhower Parkway Suite 306, Roseland, NJ 07068 • 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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Iselin | NJ | 09/1985 | 03/2017 |
| Metlife Securities Inc. | Iselin | NJ | 09/1985 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Iselin | NJ | 07/2016 | 01/2019 |
| Mml Investors Services, Llc | Iselin | NJ | 03/2017 | 01/2019 |
| Integrated Financial Concepts Llc / National Life Ins Co | Red Bank | NJ | 01/2019 | Present |
| Equity Services, Inc. | Montpelier | VT | 01/2019 | Present |
*WOODBRIDGE METRO CHAMBER OF COMMERCE. NOT INV REL. 91 MAIN ST, WOODBRIDGE, NJ 07095. CHAMBER OF COMMERCE. BOARD OF DIRECTORS. 11/2013 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 8. *CAMP FATIMA OF NJ. NOT INV REL. 65 HARRISON AVE, HARRISON, NJ 07029. FINANCE COMMITTEE. MEMBER OF FINANCE COMMITTEE. 06/2007 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 4. *ST JAMES GRAMMAR SCHOOL. NOT INV REL. 341 AMBOY AVE, WOODBRIDGE, NJ 07095. DEVELOPMENT COMMITTEE. MEMBER OF THE SCHOOL ADVISORY COUNCIL, DEVELOPMENT COMMITTEE. 06/2007 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 4. *INTEGRATED FINANCIAL CONCEPTS, LLC / NATIONAL LIFE INS CO. - 200 SCHULZ DRIVE, SUITE 125, RED BANK, NJ 07701 - INV REL - INSURANCE SALES - SALES AGENT - 01/2019 TO PRESENT - 160 HRS DURING TRADING HRS 9/4 - I AM AN AGENT BROKER FROM A NLV AGENCY. *TEAM 94. 200 SCHULZ DRIVE, SUITE 125, RED BANK, NJ 07701 - INV REL. JAN 2019. NON PROFIT CORP FOR AUTISM AWARENESS. BOARD MEMBER. SUPPORT OF ORGANIZATIONS ACTIVITIES TO SUPPORT FUNDRAISING AND ORGANIZATION ADVANCEMENT. NOT HANDLING FINANCIAL ACCOUNTS. DURING SOME TRADE HRS. *SPECIAL NEEDS FUNDING COACH. 200 SCHULZ DRIVE, SUITE 125, RED BANK, NJ 07701. JUNE 2019. NOT INV REL. A WEBSITE AND RESOURCE ORG TO DRIVE SPECIAL NEEDS PLANNING. FOUNDER. PART OF INSURANCE SALES BUSINESS. DURING SOME TRADE HRS. (7)CAPITAL BENEFITS INC. 200 SCHULZ DR SUITE 125, RED BANK NJ 07701. INV REL. PARTNERING WITH BROKER FOR P&C PLUS EMPLOYEE BENEFITS. AGENT. PARTNERING WITH BROKER FOR PRODUCTS NOT OFFERED BY NL GROUP. DURING TRADE HRS. *DONALD BROWN. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. FEB 2020. DISABILITY INCOME INS THROUGH METRO DI. AGENT. WRITING AND SERVICING DISABILITY POLICIES. DURING TRADE HRS. *THE OBJECTIVE ROOM. 200 SCHULZ DRIVE SUITE 125, RED BANK, NJ. INV REL. FEB 2021. A WEBSITE USED FOR MARKETING, BRANDING, AND EDUCATIONAL PURPOSES. SPECIAL NEEDS PLANNING COACH. DUTIES WILL BE COBRANDING AND MARKETING WITH THE OBJECTIVE ROOM FOR PROSPECTING NEW CLIENTS, DISCOVERING NEW ADVISORS, AND OFFERING FINANCIAL SERVICES/LITERACY/EDUCATION TO OUR MARKET. DURING TRADE HRS. *DONALD BROWN - POA. 40 FAYETTE STREET #5 PERTH AMBOY NJ. MAY 2021. DURABLE POA FOR MOTHER. POA. ALL FINANCIAL RESPONSIBILITIES, BILLS, TAX RETURS, ETC. DURING SOME TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-02 |
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