Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
*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%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-25 |
Reach out to this advisor