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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Memphis | TN | 12/2022 | 03/2024 |
| J.P. Morgan Securities Llc | Memphis | TN | 12/2022 | 03/2024 |
| Knights Of Columbus | Munford | TN | 09/2020 | 12/2022 |
| Tipton County Board Of Education | Munford | TN | 08/2019 | 05/2020 |
| Faith Family Medical | Arlington | TN | 05/2019 | 07/2019 |
| Notre Dame Office Of Housing | Notre Dame | IN | 05/2017 | 08/2017 |
| The University Of Tennessee | Munford | TN | 08/2019 | 05/2020 |
| Unemployed | Munford | TN | 06/2020 | 08/2020 |
| Mcadams Group, Llc | Cordova | TN | 03/2024 | 06/2024 |
| Sound Income Group | Cordova | TN | 03/2024 | 06/2024 |
| Phelps Security | Memphis | TN | 07/2024 | 11/2024 |
| United Parcel Service | Dyersburg | TN | 11/2024 | 12/2024 |
| Lowes | Dyersburg | TN | 12/2024 | 05/2025 |
| Catholic Order Of Foresters | Dyersburg | TN | 01/2025 | Present |
| Greek Catholic Union | Dyersburg | TN | 01/2025 | Present |
| Marksman Security, Llc | Jackson | TN | 07/2025 | 01/2026 |
| Brookstone Wealth Advisors | Wheaton | IL | 11/2025 | 04/2026 |
| University Of Notre Dame | Notre Dame | IN | 08/2015 | 01/2018 |
| Holy Cross College | Notre Dame | IN | 01/2018 | 05/2018 |
| University Of Memphis | Memphis | TN | 08/2018 | 05/2019 |
| National Life Group | Dyersburg | TN | 05/2026 | Present |
| Equity Services Inc | Montpelier | VT | 05/2026 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024, ONGOING, INV REL, 05/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*CAG TAX SERVICES LLC, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024, ONGOING, INV REL, 05/2026, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%*KING BROKERAGE OF VIRGINIA LLC, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024 , 05/2026. ONGOING, INV REL. WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE. DURING TRD/HRS, 5%*CATHOLIC ORDER OF THE FORESTERS, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024, ONGOING, INV REL, 05/2026, PROVIDE ALTERNATIVE INSURANCE PRODUCTS NOT CARRIED THROUGH DIRECT AFFILIATIONS, DURING TRD/HRS, 5%*GREEK CATHOLIC UNION, 1395 HIGHWAY 210 S, DYERSBURG, TN, 38024, ONGOING, INV REL, 05/2026, PROVIDE ALTERNATIVE INSURANCE PRODUCTS NOT CARRIED THROUGH DIRECT AFFILIATIONS, DURING TRD/HRS, 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-10 |
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