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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-10-11 |
| VA | RA | APPROVED | 2012-09-07 |
Branch Locations
3071 Fort Avenue, Lynchburg, VA 24501 • United States
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
142 Wind Chime Ct, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roberson Financial Services | Lynchburg | VA | 03/1999 | Present |
| Equity Services, Inc. | Montpelier | VT | 08/2012 | Present |
| Fairway Financial Partners, Llc | Roanoke | VA | 08/2012 | Present |
*MELKEN LLC. 3071 FORT AVENUE, LYNCHBURG VA 24501.ONGOING,INV REL,RENTAL PROPERTY,OWNER,5 HRS WKLY.*ROBERSON FINANCIAL SERVICES, 3071 FORT AVE, LYNCHBURG VA 24501. EFF DATE: 1992, INSURANCE SALES, INVESTMENT RELATED. *FAIRWAY FINANCIAL PARTNERS LLC, 3071 FORT AVE, LYNCHBURG VA 24501, INVESTMENT RELATED, INSURANCE SALES, EFF DATE 08/01/2012. *ROY ROBERSON JR. BASKETBALL COACH, 5500 DIXON DR, RALEIGH NC 27609. NOT INV REL. MAY 2022. BOYS BASKETBALL COACH. HEAD COACH, SANDERSON HIGH SCHOOL. STANDARD HS COACHING RESPONSIBILITIES, PRACTICE, GAMES, LIGHT ADMIN WORK. DURING SOME TRADE HRS*CORNERSTONE ADVISOR GROUP LLC, 158 MINE LAKE COURT, SUITE 100, RALEIGH, NC, 27615, ONGOING, INV REL, 02/01/2025, INSURANCE, AGENT, DURING TRD/HRS, 15%*RA NC PROPERTIES LLC, 142 WIND CHIME, RALEIGH, NC, 27615, ONGOING, INV REL, 05/16/2025, MEMBER, PURCHASE AND MANAGE INVESTMENT REAL ESTATE, DURING TRD/HRS, 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-22 |
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