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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-04-17 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Roanoke | VA | 07/2015 | 03/2017 |
| Commonwealth Financial Network | Waltham | MA | 03/2017 | 01/2019 |
| Unemployed | Roanoke | VA | 01/2019 | 04/2019 |
| Equity Services, Inc. | Montpelier | VT | 04/2019 | Present |
| National Life Group | Roanoke | VA | 04/2019 | Present |
*NASH INSURANCE SERVICES AND ADVISEMENT, LLC, INV REL, 4401 STARKEY ROAD, ROANOKE, VA 24018, INSURANCE SALE OF P&C, OWNER/PRES, 15 HOURS MTH, DURING TRADING HOURS. *NATIONAL FINANCIAL SERVICES, INC/FAIRWAY FINANCIAL PARTNERS, LLC, VA AGENCY DBA, INV REL, 4401 STARKEY ROAD, ROANOKE, VA 24018, INSURANCE SALES, AGENT, 120 HOURS, SELLING LIFE, HEALTH, DI, ANNUITIES, DURING TRADING HOURS*MOUNTAIN STATE AGENCY ALLIANCE, 4401, STARKETY ROAD, ROANOKE, VA, 24018, ONGOING, INV REL, 09/2024, PROPERTY & CASUALTY INSURANCE AGENT, DURING TRD/HRS, 2 HRS WK*CORNERSTONE ADVISOR GROUP LLC, 4401 STARKEY ROAD, ROANOKE, VA, 24018, ONGOING, INV REL, 03/01/2025, DURING TRD/HRS, 15%*NASH ADVISORY GROUP LLC, 4401 STARKEY RD, ROANOKE, VA, 24018, ONGOING, INV REL, 06/15/2025, MEMBER, ENTITY FOR INSURANCE AND ADVISORY COMMISSIONS, DURING TRD/HRS, 5%*CAG TAX SERVICES LLC, 4401 STARKEY ROAD, ROANOKE, VA, 24018 , ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-26 |
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