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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2007-01-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 12/2001 | Present |
| National Life Of Vermont | Montpelier | VT | 12/2001 | Present |
*NATIONAL FINANCIAL SERVICES, INC. 4401 STARKEY RD, ROANOKE, VA 24018. INV REL. INSUR SALES. AGENT. 12/1/01-PRES. 65+ HR/MO DUR TRDNG. DO BUSINESS WITH SEVERAL INSUR COS SELLING LIFE & HEALTH *HEARP BROKERAGE INC. 4401 STARKEY ROAD, ROANOKE, VA 24018. INV REL. INSURANCE SALES/MANAGER. 02/05-PRESENT. 40 HR PER MNTH. DURING TRDNG HRS. BROKERAGE MANAGER TO PROMOTE NLV, LSW AND OTHER INSURANCE CO. *FAIRWAY FINANCIAL PARTNERS, LLC, INV. REL., 4401 STARKEY RD, ROANOKE VA 24018, LIFE & ANN. SALES, RECRUITER, 3/1/10-PRES., 80 HRS/WK, NOT DUR. TRAD. HRS, RECRUITER FOR FAIRWAY FIN. PARTNERS LLC AN INDENENDENT LIFE & ANN. AGENCY. *DAVID JACKSON. NO SET ADDRESS. INV REL. JAN 2019. BUYING REAL ESTATE RENTAL PROPERTIES. PARTNER. FIND REAL ESTATE RENTAL INCOME PROPERTIES TO PURCHASE AND FIX, ALSO MANAGE TENANTS. DURING SOME TRADE HRS. *SHADOWMOSS PLANTATION GOLF CLUB. 21 DUNVEGAN DR, CHARLESTON SC. AUG 2020. PUBLIC GC IN CHARLESTON SC. DIRECTOR. REPRESENT SHARE DURING MONTHLY SHAREHOLDERS MEETING DISCUSSING OPERATION OF THE GOLF COURSE. DURING SOME TRADE HRS*CORNERSTONE ADVISOR GROUP LLC, 4401 STARKEY ROAD, ROANOKE, VA, 24018, ONGOING, INV REL, 02/01/2025 INSURANCE, AGENT, DURING TRD/HRS, 15%*SIMPSON CREEK ASSOCIATES LLC, 1520 HWY 17 SOUTH, NORTH MYRTLE BEACH, SC, 29582, 03/2025, ONGOING, NOT INV REL, MEMBER, LLC THAT OWNS 2 PIECES OF LAND ONE IN SC AND ONE IN NC, ATTEND YEARLY MEETING, NOT DURING TRD/HRS, 0%*CAG TAX SERVICES, LLC, 4401 STARKEY ROAD, PO DRAWER 21209, ROANKOKE, VA, 24018, ONGOING, INV REL, 02/12/2026, TAX PREPARATION/ BOOKKEEPING, NOT DURING TRD/HRS,0%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-28 |
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