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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-12-17
  • VA RA
    APPROVED
    Since 2025-12-17

Branch Locations

121 Creekside Lane, Winchester, VA 22602 • United States

10432 Balls Ford Rd Ste 300, Manassas, VA 20109 • United States

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

Bristow, VA • 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
Knights Of Columbus Insurance Manassas VA 05/2023 12/2025
Potomac Consulting Group, Llc Bristow VA 01/2009 04/2024
Knights Of Columbus Asset Advisors Manassas VA 01/2024 12/2025
National Life Group Bristow VA 12/2025 Present
Equity Services Inc Montpelier VT 12/2025 Present
  • 05/2023 → 12/2025
    Knights Of Columbus Insurance
    Manassas, VA
  • 01/2009 → 04/2024
    Potomac Consulting Group, Llc
    Bristow, VA
  • 01/2024 → 12/2025
    Knights Of Columbus Asset Advisors
    Manassas, VA
  • 12/2025 → Present
    National Life Group
    Bristow, VA
  • 12/2025 → Present
    Montpelier, VT
Previous Registrations
Other Businesses

*CORNERSTONE ADVISOR GROUP LLC, 12458 IONA SOUND DRIVE, BRISTOW, VA, 20136, ONGOING, INV REL, 12/2025, INSURANCE, AGENT, DURING TRD/HRS, 15%*TURNER PRACTICE LLC, 12458 IONA SOUND DRIVE, BRISTOW, VA, 20136, ONGOING, INV REL, 12/2025, LLC TO RECEIVE 1099 INCOME, NOT DURING TRD/HRS, 0%*KING BROKERAGE OF VIRGINIA LLC, 12458 IONA SOUND DRIVE, BRISTOW, VA, 20136, 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, 12458 IONA SOUND DRIVE, BRISTOW, VA, 20136 , ONGOING, INV REL, 01/2026, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%*THE SOCIETY FOR FINANCIAL AWARENESS (SOFA), 12458 IONA SOUND DRIVE, BRISTOW, VA, 20136, ONGOING, INV REL, 03/2026, MEMBER AND SPEAKER, EDUCATIONAL SEMINARS, DURING TRD/HRS, 5%*AMERICAN LEGION POST 10, 9950 COCKRELL ROAD, MANASSAS, VA, 20110, ONGOING, NOT INV REL, 04/18/2026, VETERANS SERVICE ORGANIZATION, 2ND VICE COMMANDER, PLANNING AND EXECUTING CEREMONIAL AND SOCIAL PROGRAMS, NOT DURING TRD/HRS, 0%*AMERICAN LEGION ROBERT V MCMAUGH MEMORIAL POST 10 MANASSAS, 9950 COCKRELL ROAD, MANASSAS, VA, 20110, ONGOING, NOT INV REL, 03/18/2026, VETERANS SERVICE ORGANIZATION, 2ND VICE COMMANDER, PLANNING AND EXECUTING CEREMONIAL AND SOCIAL PROGRAMS, DURING TRD/HRS, 1%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-25
  • S65 Uniform Investment Adviser Law Examination
    2025-04-25
Other Names
  • Benjamin Turner

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