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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-09 |
Branch Locations
358 Mclaws Circle Suite 4, Williamsburg, VA 23185 • 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 |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 08/2020 | 01/2026 |
| Hampton Roads Communication Technologies | Portsmouth | VA | 07/2015 | 08/2020 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 01/2021 | 01/2026 |
| National Life Group | Williamsburg | VA | 01/2026 | Present |
| Equity Services Inc | Montpelier | VT | 01/2026 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 358 MCLAWS CIRCLE, SUITE 4, WILLIAMSBURG, VA, 23185, ONGOING, INV REL, 01/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*KING BROKERAGE OF VIRGINIA LLC, 358 MCLAWS CIRCLE, SUITE 4, WILLIAMSBURG, VA, 23185, ONGOING, INV REL, 01/2026, BROKERAGE, PRODUCER, PROVIDE ACCESS TO ALT INS PRODUCTS NOT CARRIED THROUGH DIRECT AFFILIATIONS, DURING TRD/HRS, 5%*THE IVES PRACTICE LLC, 358 MCLAWS CIRCLE, SUITE 4, WILLIAMSBURG, VA, 23185, ONGOING, INV REL, 12/2025, OWNER, SELL INS AND FINANCIAL PRODUCTS, DURING TRD/HRS, 20%*CAG TAX SERVICES LLC, 358 MCLAWS CIRCLE, SUITE 4, WILLIAMSBURG, VA, 23185 , ONGOING, INV REL, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-03 |
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