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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-21 |
Branch Locations
10472 Armstrong Street, Fairfax, VA 22030 • 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 |
|---|---|---|---|---|
| Mountain Vista Governor's School | Warrenton | VA | 07/2016 | 05/2021 |
| Knights Of Columbus Insurance | Ashburn | VA | 05/2021 | 06/2024 |
| Knights Of Columbus Asset Advisors Llc | Ashburn | VA | 05/2021 | 06/2024 |
| National Life Group | Fairfax | VA | 08/2024 | Present |
| Equity Services Inc | Montpelier | VT | 08/2024 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 10472 ARMSTRONG ST., FAIRFAX,VA 22030, ONGOING, INV REL, 08/2024, INSURANCE, AGENT, DURING TRD/HRS, 40 HRS WK*BENNY PEREZ FINANCIAL, LLC,10472 ARMSTRONG ST.FAIRFAX, VA 22030,08/2024,ONGOING,INV REL,DURING TRD/HRS,MEMBER MANAGER,SUPPORT FOR PRACTICE,5%*CAG TAX SERVICES LLC, 10472 ARMSTRONG ST, FAIRFAX, VA, 22030, ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%*ASSOCIATION OF FINANCIAL EDUCATORS, 10472 ARMSTRONG ST, FAIRFAX, VA, 22030, ONGOING, INV REL, 04/20/2026, AGENT, MARKETING AND EDUCATION ON FINANCIAL PRODUCTS, DURING TRD/HRS, 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-29 |
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