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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-07 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
Orlando, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | New Haven | CT | 08/2016 | 07/2026 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 03/2021 | 07/2026 |
| National Life Group | Orlando | FL | 07/2026 | Present |
| Equity Services Inc | Montpelier | VT | 07/2026 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 10086 GREENSHIRE WAY, ORLANDO, FL, 32827, 07/2026, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*CAG TAX SERVICES LLC, 10086 GREENSHIRE WAY, ORLANDO, FL, 32827, ONGOING, INV REL, 07/2026, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-23 |
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