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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-09 |
Branch Locations
40 Southgate Ct Ste 101, Harrisonburg, VA 22801 • United States
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Waynesboro | VA | 01/2022 | 07/2024 |
| Dupont Community Credit Union | Waynesboro | VA | 01/2019 | 01/2022 |
| University Presbyterian Church | Orlando | FL | 08/2018 | 12/2018 |
| Cfe Federal Credit Union | Lake Mary | FL | 03/2018 | 08/2018 |
| Dupont Community Credit Union | Waynesboro | VA | 01/2015 | 02/2018 |
| Modern Woodmen Of America | Rock Island | IL | 08/2024 | 09/2025 |
| Mwa Financial Services Inc. | Rock Island | IL | 08/2024 | 09/2025 |
| Equity Services Inc | Montpelier | VT | 09/2025 | Present |
| National Life Group | Harrisonburg | VA | 09/2025 | Present |
*AKER ENTERPRISES LLC, 317 COFFMAN RD, WEYERS CAVE, VA, 24486, ONGOING, INV REL, PROPERTY HOLDING COMPANY, MANAGING MEMBER, NOT DURING TRD/HRS, 0%*WILLIAM & KATHERINE SOLAN, 317 COFFMAN RD, WEYERS CAVE, VA, 24486, ONGOING, INV REL, 06/2024, OWNER, REAL ESTATE, DURING TRD/HRS, LESS THAN 1%*CORNERSTONE ADVISOR GROUP LLC, 40 SOUTHGATE CT, STE 101, HARRISONBURG, VA, 22801, ONGOING, INV REL, 09/2025, INSURANCE, AGENT, DURING TRD/HRS, 15%*KING BROKERAGE OF VIRGINIA LLC, 40 SOUTHGATE CT, STE 101, HARRISONBURG, VA, 22801, ONGOING, INV REL, 09/2025, INSURANCE, AGENT, DURING TRD/HRS, 5%*CAG TAX SERVICES LLC, 40 SOUTHGATE CT, STE 101, HARRISONBURG, VA, 22801, ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-19 |
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