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Patricia St. Clair Lucas

Equity Services, Inc.

Roanoke, VA

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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-11-01
  • VA RA
    APPROVED
    Since 2017-11-01

Branch Locations

4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metropolitan Life Insurance Company Roanoke VA 04/2005 11/2017
Metlife Securities Roanoke VA 04/2008 11/2017
Mml Investors Services, Llc Roanoke VA 03/2017 11/2017
Equity Services, Inc. Montpelier VT 11/2017 Present
National Life Group Roanoke VA 11/2017 Present
  • 04/2005 → 11/2017
    Metropolitan Life Insurance Company
    Roanoke, VA
  • 04/2008 → 11/2017
    Metlife Securities
    Roanoke, VA
  • 03/2017 → 11/2017
    Roanoke, VA
  • 11/2017 → Present
    Montpelier, VT
  • 11/2017 → Present
    National Life Group
    Roanoke, VA
Previous Registrations
  • 2017-03-25 → 2017-11-03
    Roanoke, VA
  • 2007-03-14 → 2017-03-25
    Msi Financial Services, Inc.
    Roanoke, VA
    Roanoke, VA
Other Businesses

*NATIONAL FINANCIAL SERVICES, INC,4401 STARKEY RD,ROANOKE, VA 24018,AGENT,INV REL,11/2017,36 HRS/WK,ONGOING,DURING TRD/HRS I WILL BE SEELLING FOR MANY INS COMPANIES UNDER THIS DBA*FAIRWAY FINANCIAL PARTNERS, LLC,4401 STARKEY RD,ROANOKE, VA 24018,AGENT, INV REL,11/2017, 6 HRS/WK,ONGOING, DURING TRD/HRS, I WILL BE SELLING FOR MANY INS COMPANIES UNDER THIS DBA*PATRICIA LUCAS, INSURANCE,AGENT,4401 STARKEY RD, ROANOKE, VA 24018,INV REL,11/2017,ONGOING,DURING TRD/HRS*DEJARNETTE INSURANCE,5018 STAGECOACH ROAD,NATHALIE, VA 24577. INV REL,ONGOING,NOV 2017, FIXED INS SALES, AGENT,DURING TRD/HRS *BOONES MILL BAPTIST CHURCH WITH FEEDING AMERICA DBA HIS CUPBOARD,51 JACOB BOON LANE,BOONES MILL VA, NOT INV REL, NOV 2020, FOOD PANTRY. FOOD IS PICKED UP FROM FEEDING AMERICA AND FAMILIES COME TO HIS CUPBOARD AND PICK UP FOOD FOR THEIR FAMILY. ADMINISTRATOR - RESPONSIBLE FOR ORDERING FOOD AND ORGANIZING PICK UP TIME AS WELL AS BOOKEEPING RESPONSIBILITES,GO ONLINE ONCE A WEEK AND PLACE ORDER AND COORDINATE WITH WORKERS FOR PICK UP, DELIVERY, AND DISTRIBUTION. DURING SOME TRADE HRS*CORNERSTONE ADVISOR GROUP LLC, 4401 STARKEY ROAD, ROANOKE, VA, 24018, ONGOING, INV REL, 02/01/2025, DURING TRD/HRS, 15%*CAG TAX SERVICES LLC, 4401 STARKEY ROAD, ROANOKE, VA, 24018 , ONGOING, INV REL, 02/2026, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%*KING BROKERAGE OF VIRGINIA LLC, 4401 STARKEY ROAD, ROANOKE, VA, 24018, ONGOING, INV REL, 03/2026, WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE, DURING TRD/HRS, 5%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-01
S63 Uniform Securities Agent State Law Examination 2000-07-07
  • S65 Uniform Investment Adviser Law Examination
    2007-03-01
  • S63 Uniform Securities Agent State Law Examination
    2000-07-07
Other Names
  • Patricia St. Clair
  • Patricia St Clair Hall
  • Pat Lucas
  • Patricia St. Clair Hall
  • Pat Hall Lucas

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