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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
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 | Ocala | FL | 09/2013 | Present |
*CORNERSTONE ADVISOR GROUP LLC, 4536 SE 31ST PLACE, OCALA, FL, 34480, ONGOING, INV REL, 06/2025, INSURANCE, AGENT, DURING TRD/HRS, 15%. *RAUL FERNANDEZ, 4536 SE 31ST PLACE, OCALA, FL, 34490, ONGOING, NOT INV REL, 06/2025, OWNER, WOOD WORKING & 3D PRINTING, DURING TRD/HRS, LESS THAN 5%. *KNIGHTS OF COLUMBUS, 1738 W UNIVERSITY AVE, GAINESVILLE, FL, 32603, ONE YEAR, NOT INV REL, 07/01/2025, VOLUNTEER, MENTOR MEMBERS, DURING TRD/HRS, LESS THAN 2%. *CATHOLIC ORDER OF FORESTERS. 4536 SE 31ST PLACE, OCALA, FL, 34490. INV REL. JULY 2025. INDEPENDENT INSURANCE BROKERAGE. PRODUCER. PROVIDE ACCESS TO ALTERNATIVE INS PRODUCTS NOT CARRIED THROUGH DIRECT AFFILIATIONS AND ALSO USED AS A SOURCE FOR OBTAINING POTENTIAL OFFERS ON RATED/DECLINED CASES FROM NLG. DURING TRADE HRS. *KING BROKERAGE OF VIRGINIA LLC. 4536 SE 31ST PLACE, OCALA, FL, 34490. INV REL. JULY 2025. INDEPENDENT INSURANCE BROKERAGE. PRODUCER. PROVIDE ACCESS TO ALTERNATIVE INS PRODUCTS NOT CARRIED THROUGH DIRECT AFFILIATIONS AND ALSO USED AS A SOURCE FOR OBTAINING POTENTIAL OFFERS ON RATED/DECLINED CASES FROM NLG. DURING TRADE HRS*AXIOS FINANCIAL LLC, 4536 SE 31ST PLACE, OCALA, FL, 34490, ONGOING, INV REL, 07/2025, MANAGER, MARKETING AND GENERAL ADMIN DUTIES, OFFICE AND BUSINESS UPKEEP, DURING TRD/HRS, 10%*THE SOCIETY FOR FINANCIAL AWARENESS (SOFA), 4536 SE 31ST PLACE, OCALA, FL, 34480, ONGOING, INV REL, 02/01/2026, MEMBER AND SPEAKER, EDUCATIONAL SEMINARS, DURING TRD/HRS, 5%*CAG TAX SERVICES LLC, 4536 SE 31ST PLACE, OCALA, FL, 34480, ONGOING, INV REL, 12/15/2025, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%*THE MAGNOLIAS OF OCALA HOMEOWNER'S ASSOCIATION, INC, 3300 SW 34TH AVENUE, STE 112, OCALA, FL, 34474, ONGOING, NOT INV REL, 06/2025, BOARD MEMBER, DURING TRD/HRS, 5-10 HRS PER QUARTER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-16 |
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