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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-20 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
4118 E Parham Rd, Richmond, VA 23228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 06/2017 |
| Wells Fargo | Richmond | VA | 11/2012 | 06/2017 |
| Arcuri Associates Wealth Management | Charlottesville | VA | 06/2017 | 08/2021 |
| Didier Occident | Richmond | VA | 08/2021 | 09/2021 |
| Lpl Finacial Llc | Charlottesville | VA | 06/2017 | 08/2021 |
| Private Advisor Group | Charlottesville | VA | 06/2017 | 08/2021 |
| Didier Occident | Richmond | VA | 09/2021 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Richmond | VA | 09/2021 | 04/2025 |
| Donald Creech | Richmond | VA | 09/2022 | 04/2025 |
| National Life Group | Richmond | VA | 05/2025 | Present |
| Equity Services Inc | Montpelier | VT | 05/2025 | Present |
*ACB LLC, 2810 HAWTHORNE AVE, RICHMOND, VA, 23222, ONGOING, NOT INV REL, 01/01/2022, DIRECTOR OF TAX AND BOOKKEEPING, DURING TRD/HRS, 10 HRS MO*CORNERSTONE ADVISOR GROUP LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 05/2025, INSURANCE, COMPLIANCE OFFICER, DURING TRD/HRS, 100%*SCOUTING AMERICA, 2709 MONUMENT AVE, RICHMOND, VA, 23220, ONGOING, NOT INV REL, 05/2025, TREASURER, NOT DURING TRD/HRS, 0%*CAG TAX SERVICES, LLC,4118 E PARHAM RD,HENRICO,VA 23228,12/15/2025,ONGOING, INV REL, TAX PREPARATION/ BOOKKEEPING,DURING TRD/HRS,5%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-11 |
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