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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-03-01 |
Branch Locations
1515 Mockingbird Lane Suite 800, Charlotte, NC 28209 • United States
511 Shepherd St. Ste 101-A, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Winston Salem | NC | 03/2014 | 12/2020 |
| Equity Services Inc | Montpelier | VT | 02/2021 | Present |
| National Life Group | Winston-Salem | NC | 02/2021 | Present |
ROBERTS, LAWSON & ASSOCIATES,511 SHEPHERD ST., STE 101-A,WINSTON-SALEM,NC 27103,ONGOING,INV REL,12/23/2020,INSURANCE,AGENT,DURING TRD/HRS,80%*MT TABOR UNITED METHODIST CHURCH,3543 ROBINHOOD RD,WINSTON SALEM,NC 27106,01/01/2022,ONGOING,NOT INV REL,NOT DURING TRD/HRS,VOLUNTEER FINANCE COMMITTEE MEMBER,2HRS/MTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-03 |
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