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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2000-02-11 |
Branch Locations
1515 Mockingbird Lane Suite 800, Charlotte, NC 28209 • United States
511 Shepherd St. Ste 101-A, Winston Salem, NC 27103 • 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 |
|---|---|---|---|---|
| National Life Of Vermont | Montpelier | VT | 05/1984 | Present |
| Equity Services, Inc. | Winston-Salem | NC | 12/1984 | Present |
*EDGAR P ROBERTS, JR. INVEST REL. WINSTON-SALEM NC. LEGAL CONSULTING. 6/01-PRES. 5 HR/MO NOT DUR TRADING *ROBERTS, LAWSON & ASSOC. 511 SHEPHERD ST, STE 101A WIN-SAL, NC 27103. INV REL. INSURANCE SALES. SELF-EMPL. 12/1/10-PRES. 120 HR/MO DUR TRDNG. AGENT FOR SEV INSUR COS SELLING LIFE, LTC AND ANNUITIES *WITHOUT A CLUE, LLC. INV REL. REAL ESTATE OWNERSHIP AND MANAGEMENT. PARTNER. 11/2010-PRESENT. 1-2 HRS/MO. NOT DURING TRADE HRS. PROPERTY OWNER, LLC WAS CREATED STRICTLY TO PURCHASE PROPERTY*ADVANCED LIFE CASE INSURANCE SERVICES DESIGN AND CLOSE. INVESTMENT RELATED, LIFE INSURANCE, A PRINCIPAL PARTNER, 05-2013-PRESENT, DUR TRD HRS, I AM AN AGENT OR BROKER FOR SEVERAL LIFE INSURANCE COMPANIES TO HELP SELL LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-03-08 |
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