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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-23 |
Branch Locations
1515 Mockingbird Lane Suite 800, Charlotte, NC 28209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 07/2020 |
| Wyndham Capital Mortgage | Charlotte | NC | 08/2014 | 02/2017 |
| Movement Mortgage, Llc | Indian Land | SC | 03/2017 | 10/2017 |
| Alloy Wealth Holdings, Llc Dba Alloy Investment Management | Charlotte | NC | 07/2020 | 05/2025 |
| Alloy Wealth Management, Inc. | Charlotte | NC | 07/2020 | 05/2025 |
| Formulafolio Investments, Llc | Grand Rapids | MI | 07/2020 | 12/2021 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 09/2020 | 05/2025 |
| National Life Group | Charlotte | NC | 02/2025 | Present |
| Equity Services Inc | Montpelier | VT | 05/2025 | Present |
*STONE PRESS FINANCIAL GROUP,1515 MOCKINGBIRD LANE, SUITE 800, CHARLOTTE, NC 28209,02/18/2025,ONGOING,INV REL,DURING TRD/HRS,INSURANCE,AGENT,25%*FORGED FINANCIAL LLC,7326 BAILYWICK DRIVE,WAXHAW,NC 28173,01/28/2025,ONGOING,INV REL,DURING TRD/HRS,OWNER/PRESIDENT,CORP FOR TAX PURPOSES ONLY,0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-13 |
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