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2 W. Main St., Fincastle, VA 24090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-30 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Equity Services, Inc. | Roanoke | VA | 08/2010 | 10/2025 |
| National Financial Services, Inc. | Roanoke | VA | 08/2010 | 10/2025 |
| National Life Group | Roanoke | VA | 08/2010 | 10/2025 |
| Vanderbilt Securities, Llc | Roanoke | VA | 11/2025 | 04/2026 |
| Consolidated Portfolio Review Corp | Roanoke | VA | 11/2025 | 04/2026 |
| Fortezza Wealth Advisors, Llc | Fincastle | VA | 04/2026 | Present |
1) ENAC Properties, LLC. Start date: 01/08/2010. Address: 2402 Fairway Dr SW, Roanoke, VA 24015. Title: Owner/Principal. Duties: Own, Rent, Sell and/or Manage residential rental property. Time spent during regular hours: 5%. 2) InsurHQ. Start date: 01/07/2015. Address: PO Box 8506, Roanoke, VA 24014. Title: Agent. Duties: Insurance agent sales and service. Time spent during regular hours: 20%. 3) NASI, LLC. Start date: 01/09/2024. Address: Neely's Accounting Services, 623 Abney Rd NW, Roanoke, VA 24012. Title: Insurance specialist. Duties: Fixed insurance and annuity sales specialist. Time spent during regular hours: 10%. 4) Tiki Sunset, LLC. Start date: 01/01/2025. Address: 1420 3rd St SW, Roanoke, VA 24016. Title: Insurance specialist. Duties: Fixed life insurance and annuity sales work with CPA and/or bookkeeping professionals. Time spent during regular hours: 5%. 5) Professional Soccer Referee - USSF, NCAA and High School. Start date: 01/08/2012. Address: Various assignment locations. Title: Referee. Duties: Independently contracted licensed/certified soccer referee, applying experience and expertise on the soccer pitch. Time spent during regular hours: 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-20 |
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