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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-21
  • VA RA
    APPROVED
    Since 2026-07-21

Branch Locations

10472 Armstrong Street, Fairfax, VA 22030 • United States

4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Society Of Clinical Oncology Alexandria VA 08/2025 06/2026
University Of Virginia Charlottesville VA 08/2022 05/2026
National Life Group Fairfax VA 07/2026 Present
Equity Services Inc Montpelier VT 07/2026 Present
York School Monterey CA 08/2017 06/2022
Wuhan Foreign Languages School Wuhan 09/2015 08/2017
  • 08/2025 → 06/2026
    American Society Of Clinical Oncology
    Alexandria, VA
  • 08/2022 → 05/2026
    University Of Virginia
    Charlottesville, VA
  • 07/2026 → Present
    National Life Group
    Fairfax, VA
  • 07/2026 → Present
    Montpelier, VT
  • 08/2017 → 06/2022
    York School
    Monterey, CA
  • 09/2015 → 08/2017
    Wuhan Foreign Languages School
    Wuhan
Other Businesses

*CORNERSTONE ADVISOR GROUP LLC, 10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 07/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*CAG TAX SERVICES, LLC,10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 07/2026, TAX PREPARATION/ BOOKKEEPING, NOT DURING TRD/HRS, 0%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-18
  • S65 Uniform Investment Adviser Law Examination
    2026-06-18

View on SEC IAPD

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