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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
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 |
|---|---|---|---|---|
| Knights Of Columbus | Manalapan | NJ | 01/2014 | 07/2018 |
| Thrivent Investment Management Inc | Boca Raton | FL | 04/2018 | 08/2026 |
| Thrivent Financial | Appleton | WI | 07/2018 | 09/2018 |
| Thrivent Financial | Appleton | WI | 09/2018 | 08/2026 |
| Equity Services Inc | Montpelier | VT | 08/2026 | Present |
| National Life Group | Westlake | FL | 08/2026 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 15176 CAMEO CT, WESTLAKE, FL, 33470, ONGOING, INV REL, 08/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*CAG TAX SERVICES LLC, 15176 CAMEO CT, WESTLAKE, FL, 33470, ONGOING, INV REL, 08/2026, TAX PREPARATION/ BOOKKEEPING/DAILY, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-14 |
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