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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-26 |
Branch Locations
10472 Armstrong Street, Fairfax, VA 22030 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Gainesville | VA | 08/2023 | 11/2025 |
| Wells Fargo Bank, Na | Gainesville | VA | 08/2023 | 11/2025 |
| Financial Glee | Dumfries | VA | 05/2019 | 07/2023 |
| Samson Properties | Chantilly | VA | 06/2017 | 07/2023 |
| Keller Williams Realty Professionals | Woodbridge | VA | 09/2016 | 05/2017 |
| Re/Max Executives | Woodbridge | VA | 07/2015 | 09/2016 |
| National Life Group | Fairfax | VA | 01/2026 | Present |
| Equity Services Inc | Montpelier | VT | 01/2026 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 01/2026, INSURANCE, AGENT, DURING TRD/HRS, 15%*KING BROKERAGE OF VIRGINIA LLC, 10472 ARMSTRON STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 01/2026, WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE, DURING TRD/HRS, 5%*CAG TAX SERVICES, LLC,10472 ARMSTRONG STREET, FAIRFAX, VA, 22030, ONGOING, INV REL, 01/2026, TAX PREPARATION/ BOOKKEEPING, NOT DURING TRD/HRS, 0%*GARY GARRISON, 3803 DANBURY CT, WOODBRIDGE, VA, 22193, ONGOING, INV REL, 04/2009, REAL ESTATE, BUY/SELL OWN PROPERTY, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
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