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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-23 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
4646 Princess Anne Road Suite 106, Virginia Beach, VA 23462 • 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 |
|---|---|---|---|---|
| Royal Wealth Management | Rustberg | VA | 02/2014 | 10/2019 |
| Gradient Advisors, Llc | Arden Hills | MN | 10/2023 | 10/2024 |
| Surety Insurance Brokerage Llc | Virginia Beach | VA | 06/2021 | 12/2025 |
| Lpl Financial Llc | Virginia Beach | VA | 10/2024 | 12/2025 |
| Independent Ride Sharing Driver | Norfolk | VA | 10/2019 | 03/2020 |
| Human Interest Inc. | San Francisco | CA | 05/2022 | 08/2023 |
| Clarke Financial Management | Virginia Beach | VA | 03/2020 | 04/2021 |
| National Life Group | Virginia Beach | VA | 12/2025 | Present |
| Equity Services Inc | Montpelier | VT | 12/2025 | Present |
*CORNERSTONE ADVISOR GROUP LLC. 4118 E PARHAM ROAD RICHMOND VA. INV REL. DEC 2025. INSURANCE SALES. AGENT. SELLING FIXED INSURANCE. DURING TRADE HRS. *KING BROKERAGE OF VIRGINIA LLC. 4646 PRINCESS ANNE ROAD SUITE 106 VIRGINIA BEACH CA 43462. INV REL. DEC 2025. INDEPENDENT INS BROKERAGE. PRODUCER. ACCESS TO ALTERNATIVE INS PRODUCTS. DURING TRADE HRS. *CATHOLIC HIGHSCHOOL - DIOSCESE OF RICHMOND, 4552 PRINCESS ANNE RD, VIRGINIA BEACH, VA, 23462, ONGOING, NOT INV REL, 12/2025, COACH AND SUBSTITUTE TEACHER, DURING TRD/HRS, 10%*BENCHMARK INSURANCE GROUP, 4646 PRINCESS ANNE RD, STE 106, VIRGINIA BEACH, VA, 23464, ONGOING, INV REL 04/01/2026, INSURANCE, AGENT, HOLDS EXISTING CONTRACTS FOR LIFE AND ANNUITIES, DURING TRD/HRS, 2 HRS WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
| S66 | Uniform Combined State Law Examination | 2011-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-24 |
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