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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 1999-03-09 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
One National Life Drive, Montpelier, VT 05604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Montpelier | VT | 09/1989 | Present |
| Equity Services, Inc. | Roanoke | VA | 11/1993 | Present |
*HEARP BROKERAGE (AKA HEARP AND ASSOC), 4401 STARKEY RD. ROANOKE VA 24018. INV REL. LIFE INS BROKERAGE. VICE PRES. 3/03-PRES. 10 HR/MO DUR TRD. PROMOTE NLV, LSW & OTHER COS BROKERAGE*NATIONAL FINANCIAL SERVICES, INC. 4401 STARKEY RD. ROANOKE VA 24018. INV REL. LOC IN VA. INS SALES AGENT. 09/1989-PRES. 160 PLUS HR PER MNTH. DURING TRD/HRS. SELL LIFE, DISABILITY AND HEALTH*FAIRWAY FINANCIAL PARTNERS, LLC, INV. REL, 4401 STARKEY RD, ROANOKE VA 24018, LIFE & ANN SALES, PRES/AGENT, 3/1/10, 80 HRS/WK, NOT DUR TRD/HRS, PRES FOR FAIRWAY FIN PARTNERS LLC AN IND LIFE & ANN. AGCY*HEARP FINANCIAL LLC. 4401 STARKEY RD. ROANOKE VA 24018. INV REL. INS SALES. OWNER/AGENT. ASAP. 100 HRS/MO. DURING TRD/HRS*AMERICAN CANCER SOCIETY. 4401 STARKEY RD. ROANOKE VA 24018. NOT INV REL. BOARD MEMBER - SWING FOR A CURE. BOARD MEMBER. CURRENTY ENG. 3 HRS/MO. DURING TRD/HRS*RCC EQUITY GROUP, ROANOKE COUNTRY CLUB, 3360 COUNTRY CLUB DR NW, ROANOKE, VA. NOT INV REL. WAS FORMED BY ROANOKE COUNTRY CLUB FROM EXISTING LLC. SHAREHOLDER. JULY 2015. 0 HRS/MO. DURING TRADE HRS*HEARP WEALTH MANAGEMENT LTD. 4401 STARKEY ROAD, ROANOKE, VA 24018. SEPT 2016. NOT INV REL. S CORP BEING OPENED FOR TAX PURPOSES. SOLE SHAREHOLDER, DIR, AND OFFICER. NO DUTIES. 0 HRS/MO*HIDDEN VALLEY HS GOLF TEAM. HIDDEN VALLEY CC, 2500 ROMAR DR, SALEM VA. AUG 2019. NOT INV REL. FALL/SEASONAL COACH. ASST GOLF COACH. NOT DURING TRD/HRS*HEARP PROPERTIES LLC. 4401 STARKEY ROAD, ROANOKE VA. JUNE 2019. INV REL. REAL ESTATE. MANAGER. I AM THE PROPERTY OWNER. DURING SOME TRADE HRS*FIRST BAPTIST CHURCH ROANOKE - ENDOWMENT COMMITTEE. 321 MARSHALL AVE, ROANOKE VA 24016. NOT INV REL. JAN 2020. ENDOWMENT HELD BY CHURCH. COMMITTEE MEMBER. REVIEW ENDOWMENT ON A QUARTERLY BASIS TO ENSURE IT'S BEING PROPERLY HANDLES. NOT DURING TRADE HRS*CARILION CLINIC CENTER CAMPAIGN COMMITTEE. CARILION HOSPITAL, ROANOKE, VA. MAY 2021. NOT INV REL. HELP RAISE MONEY FOR NON PROFIT CANCER CENTER. COMMITTEE MEMBER. SERVE AS COMMITTEE MEMBER. MAY BE ASKED TO CONTRIBUTE FINANCIALLY; MAY ASK OTHERS FOR CONTRIBUTIONS. DURING SOME TRADE HRS*LANTO GRIFFIN FOUNDATION. 150 FAIRVIEW RD STE 333 MOORESVILLE NC. MARCH 2022. NOT INV REL. BOARD MEMBER. LANTO GRIFFIN IS A PGA TOUR GOLFER AND HAS SET UP A FOUNDATION TO GROW JR GOLF. NOT DURING TRADR HRS*FAIRWAY FARM LLC. 3290 FRANKLIN ST SALEM VA. NOT INV REL. WE LIVE ON A FARM WITH A BARN/HORSES AND PLAN TO HAVE BORDERS RENT SPACE FROM US. OWNER. WIFE WILL HANDLE ALL ASPECTS ACTIVITY. NOT DURING TRD/HRS*TODD HEARP - TTEE. 3290 FRANKLIN STREET SALEM VA 24153. NOT INV REL. FEB 2023. W.T. COOPER IRREV TRUST AND COOPER IRREV TRUST. SERVE AS TTEE FOR SISTER AND BROTHER IN LAW'S INS TR. DURING SOME TRADE HRS*KING BROKERAGE OF VIRGINIA LLC. 4401 STARKEY ROAD, ROANOKE VA. JULY 2023. INV REL. BROKERAGE GA TO WRITE LONG TERM CARE AND DISABILITY INCOME INS AND LIFE INS THAT NATIONAL LIFE CANNOT WRITE. 50% OWNER. TO ENCOURAGE AGENTS TO WRITE THEIR LTC AND DI BUSINESS THROUGH. DURING TRADE HRS*CORNERSTONE ADVISOR GROUP LLC, 4401 STARKEY ROAD, ROANOKE, VA, 24018, ONGOING, INV REL, 12/2024, INSURANCE, GA, PRESIDENT, DURING TRD /HRS, 100%*KING BROKERAGE PARTNERSHIPS LLC, 4401 STARKEY RD, ROANOKE, VA, 24018, ONGOING, INV REL, 12/2025, INS, AGENT, PROV ALT INS PROD NOT CARRIED THRU DIRECT AFFIL, DURING TRD/HRS, 10%*CAG TAX SERVICES LLC, 4401 STARKEY RD, ROANOKE VA 24018 , ONGOING, INV REL, 2/2026, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%*TARKENTON FINANCIAL, 4401 STARKEY ROAD, ROANOKE, VA, 24018, ONGOING, INV REL, 09/01/2026, INSURANCE, AGENT, DURING TRD/HRS, 1 HR MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-09 |
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