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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-08-23 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
Lexington, VA • 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 |
|---|---|---|---|---|
| Axa Advisors | Roanoke | VA | 07/2016 | 07/2019 |
| Equity Services, Inc. | Montpelier | VT | 08/2019 | Present |
| National Life Group | Roanoke | VA | 07/2019 | Present |
*NATIONAL FINANCIAL SERVICES, INC./FAIRWAY FINANCIAL PARTNERS, LLC, AGENCY DBA, INV REL, 4401 STARKEY ROAD, ROANOKE, VA 24018, INSURANCE SALES, AGENT, 120 HOURS, SELLING LIFE, HEALTH, DI, ANNUITIES, DURING TRADING HOURS. *DEREK CARTER, 4 BRISOL LANE LEXINGTON VA 24450, JAN 2023,SHUTTLE DRIVER, NOT INV REL, NOT DURING TRADE HRS, 10%*CORNERSTONE ADVISOR GROUP LLC, 4 BRISTOL LANE, LEXINGTON, VA, 24450, ONGOING, INV REL, 08/2026, INSURANCE, AGENT, DURING TRD/HRS, 70%*ROTARY CLUB OF LEXINGTON VA, 4 BRISTOL LANE, LEXINGTON, VA, 24450, ONGOING, NOT INV REL, 08/2026, MEMBER, ATTEND MEETINGS AND PARTICIPATE IN VOLUNTEER ACTIVITIES, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-22 |
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