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David Matthew Jackson

Equity Services, Inc.

Roanoke, VA

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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2007-01-23
  • VA RA
    APPROVED
    Since 2007-01-23

Branch Locations

4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equity Services Inc Montpelier VT 12/2001 Present
National Life Of Vermont Montpelier VT 12/2001 Present
  • 12/2001 → Present
    Montpelier, VT
  • 12/2001 → Present
    National Life Of Vermont
    Montpelier, VT
Other Businesses

*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%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-14
S63 Uniform Securities Agent State Law Examination 2001-12-28
  • S65 Uniform Investment Adviser Law Examination
    2006-11-14
  • S63 Uniform Securities Agent State Law Examination
    2001-12-28

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