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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 07/2021 | 01/2026 |
| Knights Of Columbus Insurance | New Haven | CT | 05/2015 | 01/2026 |
| Equity Services Inc | Montpelier | VT | 02/2026 | Present |
| National Life Group | Fruitland Park | FL | 02/2026 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 36340 VIA MARCIA, FRUITLAND, FL, 34731, ONGOING, INV REL, 02/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*CAG TAX SERVICES, LLC, 36340 VIA MARCIA, FRUITLAND PARK, FL, 34731, ONGOING, INV REL, 02/2026, TAX PREPARATION/ BOOKKEEPING, NOT DURING TRD/HRS, 0%.*KING BROKERAGE OF VIRGINIA LLC, 36340 VIA MARCIA, FRUITLAND PARK, FL, 34731 ONGOING, INV REL, 02/2026, WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE, DURING TRD/HRS, 5%*THE SOCIETY FOR FINANCIAL AWARENESS (SOFA), 36340 VIA MARCIA, FRUITLAND PARK, FL, 34731, ONGOING, INV REL, 03/2026, MEMBER AND SPEAKER, EDUCATIONAL SEMINARS, DURING TRD/HRS, 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-15 |
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