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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-28 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
10472 Armstrong Street, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klaren Capital | Waynesboro | VA | 11/2013 | 03/2017 |
| First Citizens Investor Services, Inc. | Raleigh | NC | 03/2017 | 12/2017 |
| Massachusetts Mutual Life Insurance Company | Charlottesville | VA | 12/2017 | 09/2018 |
| Mml Investors Services, Llc | Charlottesville | VA | 01/2018 | 09/2018 |
| Tiaa | Charlottesville | VA | 12/2018 | 10/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlottesville | VA | 12/2018 | 10/2023 |
| Massmutual Life Insurance Co. | Mclean | VA | 04/2024 | 05/2025 |
| Mml Investors Services | Mclean | VA | 04/2024 | 05/2025 |
| Unemployed | Mclean | VA | 11/2023 | 03/2024 |
| The Tin Whistle | Charlottesville | VA | 10/2018 | 11/2018 |
| National Life Group | Fairfax | VA | 07/2025 | Present |
| Equity Services Inc | Montpelier | VT | 07/2025 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 07/2025, INSURANCE, AGENT, DURING TRD/HRS, 15%*THE FIGHTERS GARAGE, 132 W JEFFERSON STREET, FALLS CHURCH, VA, 22046, ONGOING, NOT INV REL, 04/2020, INSTRUCTOR, MARTIAL ARTS, NOT DURING TRD/HRS, 0%*KING BROKERAGE OF VIRGINIA LLC, 10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 07/2025, BROKERAGE GENERAL AGENCY TO WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE, DURING TRD/HRS, 5%*CAG TAX SERVICES LLC, 10472 ARMSTRONG STREET, FAIRFAX, VA, 22030 , ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-04-13 |
| S66 | Uniform Combined State Law Examination | 2012-03-09 |
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