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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-19 |
Branch Locations
121 Creekside Lane, Winchester, VA 22602 • United States
10472 Armstrong Street, Fairfax, VA 22030 • 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 |
|---|---|---|---|---|
| Knights Of Columbus Insurance | Manassas | VA | 01/2022 | 08/2024 |
| Knights Of Columbus Asset Advisors Llc | Manassas | VA | 01/2022 | 08/2024 |
| Peraton | Chantilly | VA | 06/2012 | 12/2021 |
| National Life Group | Manassas | VA | 09/2024 | Present |
| Equity Services Inc | Montpelier | VT | 09/2024 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 121 CREEKSIDE LANE, WINCHESTER, VA, 22602, ONGOING, INV REL, 09/2024, INSURANCE, AGENT, DURING TRD/HRS, 100%*CORY COOK LLC, 121 CREEKSIDE LANE, WINCHESTER, VA, 22602, ONGOING, INV REL, 09/2024, MANAGER, FINANCIAL SERVCIES SUPPORT, DURING TRD/HRS, 5%*CATHOLIC ORDER OF THE FORESTERS, 121 CREEKSIDE LANE, WINCHESTER, VA, 22602, ONGOING, INV REL, INSURANCE, AGENT, OFFER CATHOLIC INS OPTIONS TO CLIENTS, DURING TRD/HRS, 5%*TRAIL LIFE USA TROOP VA - 0313, 271 WINCHESTER ST, WARRENTON, VA, 20186, ONGOING, NON INV REL, 09/2024, NON-PROFIT ORGANIZATION, VOLUNTEER, NOT DURING TRD/HRS, 0%*CAG TAX SERVICES LLC, 121 CREEKSIDE LANE, WINCHESTER, VA, 22602, ONGOING, INV REL, 12/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%*KING BROKERAGE OF VIRGINIA LLC, 121 CREEKSIDE LANE, WINCHESTER, VA, 22602, ONGOING, INV REL, 02/2026, INSURANCE, AGENT, DURING TRD/HRS, 5%*THE MEREDITH HOUSE, 9001 CENTER ST, MANASSAS, VA, 20110, ONGOING, INV REL, 06/15/2026, BOARD MEMBER, PRIVATE SOCIAL CLUB, STRATEGIC PLANNING, POLICY GOVERNANCE, FINANCIAL OVERSIGHT, LEGAL AND ETHICAL COMPLIANCE, DURING TRD/HRS, 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
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