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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-02 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
785 Hwy 70 Sw Suite 300, Hickory, NC 28602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Hickory | NC | 06/2025 | Present |
| Equity Services Inc | Montpelier | VT | 06/2025 | Present |
| Unemployed | Hickory | NC | 09/2024 | 06/2025 |
| High Point Rockers | High Point | NC | 03/2024 | 09/2024 |
| Unemployed | Hickory | NC | 09/2023 | 03/2024 |
| High Point Rockers | High Point | NC | 03/2023 | 09/2023 |
| Unemployed | Hickory | NC | 09/2020 | 03/2023 |
| Mlb Baseball | New York | NY | 06/2015 | 09/2020 |
*CORNERSTONE ADVISOR GROUP LLC, 785 HWY 70 SW, SUITE 300, HICKORY NC 28602, ONGOING, INV REL, 06/2025, INSURANCE, AGENT, DURING TRD/HRS, 15%.*ELITE PERFORMANCE WEALTH MANAGEMENT LLC, 785 HWY 70 SW, SUITE 300, HICKORY, NC 28602 ONGOING, INV REL, 06/2025, OWNER, DURING TRD/HRS, 15%*KING BROKERAGE OF VIRGINIA LLC, 785 HWY 70 SW, SUITE 300, HICKORY, NC, 28602, ONGOING, INV REL, 02/2026, WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE, DURING TRD/HRS, 5%*CAG TAX SERVICES, LLC, 785 HWY 70 SW, SUITE 300, HICKORY, NC, 28602, ONGOING, INV REL, 02/2026, TAX PREPARATION/ BOOKKEEPING, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-13 |
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