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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-20 |
Branch Locations
4118 E Parham Rd, Richmond, VA 23228 • United States
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 |
|---|---|---|---|---|
| The Abbate Agency, Knights Of Columbus | Richmond | VA | 02/2018 | 06/2024 |
| United States Air Force, Hill Afb | Salt Lake City | UT | 09/2015 | 02/2018 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 01/2021 | 06/2024 |
| National Life Group | Richmond | VA | 08/2024 | Present |
| Equity Services Inc | Montpelier | VT | 08/2024 | Present |
| Self Employed | Richmond | VA | 06/2024 | 08/2024 |
*CORNERSTONE ADVISOR GROUP LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 08/2024, INSURANCE, AGENT, DURING TRD/HRS, 40 HRS*ABBATE REAL ESTATE HOLDING LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 08/2024 REAL ESTATE, MANAGER, DURING TRD/HRS, 6 HRS MONTH,1%*ASA REAL ESTATE HOLDINGS LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 08/2024, COMMERCIAL REAL ESTATE, MEMBER,DURING TRD/HRS, 5 HRS MONTH *THE MILLENNIAL BROTHER, LLC,10472 ARMSTRONG STREET, FAIRFAX, VA 22030, NOT INV REL, NOT DURING TRD/HRS,08/2024,ONGOING,CO-OWNER,YOUTUBE CHANNEL TO PROMOTE FINANCIAL LITERACY*AIR NATIONAL GUARD,1415 B WRIGHT CIRCLE, WASHINGTON, DC 20032,08/2024,ONGOING,NOT INV REL, NOT DURING TRD/HRS,MAJOR,0%*CATHOLIC ORDER OF THE FORESTERS,4118 E PARHAM RD, RICHMONT, VA 23228,08/2024,ONGOING,INSURANCE,AGENT,DURING TRD/HRS,5%*ABBATE MANAGEMENT GROUP,LLC,4118 E PARHAM RD, RICHMOND, VA 23228,08/2024,ONGOING,INV REL,DURING TRD/HRS,OWNER,SET FOR COMPANY PAYROLL,0%*THE ABBATE FOUNDATION, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, NON INV REL, 11/22/2024, CHARITY, DIRECTOR, DELEGATE FUNCTIONS OF THE CHARITY TO THE OTHER OFFICERS, DURING TRD/HRS, .01%*CAG TAX SERVICES, LLC,4118 E PARHAM RD,HENRICO,VA 23228,03/15/2025,ONGOING,TAX PREPARATION/ BOOKKEEPING/DAILY OPERATION,PARTNER, INV REL,DURING TRD/HRS,2%,1HR/WK*RA NC PROPERTIES LLC, 142 WIND CHIME, RALEIGH, NC, 27615, ONGOING, INV REL, 05/16/2025, PURCHASE AND MANAGE INVESTMENT REAL ESTATE, DURING TRD/HRS, 5%*BRIGHTFUTURE FINANCIAL LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 10/06/2025, INSURANCE, OWNER, DURING TRD/HRS, 10%*KING BROKERAGE PARTNERSHIPS LLC, 4118 E PARHAM RD, RICHMOND, VA, 23228, ONGOING, INV REL, 12/2025, INSURANCE, AGENT, PROVIDE ALTERNATIVE INSURANCE PRODUCTS NOT CARRIED THROUGH DIRECT AFFILIATIONS, DURING TRD/HRS, 10%*INTEGRATED WEALTH RESOURCES, 4118 E PARHAM RD, HENRICO, VA, 23228, ONGOING, INV REL, 06/01/2026, PARTNER, MARKETING AND EDUCATIONAL RESOURCES FOR NLG & ESI, DURING TRD/HRS, 5%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-14 |
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