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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-26 |
Branch Locations
4401 Starkey Road Po Drawer 21209, Roanoke, VA 24018 • United States
Indian Trail, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Charlotte | NC | 06/2024 | 03/2026 |
| Nylife Securities Llc | Charlotte | NC | 10/2024 | 03/2026 |
| Hendrick Bmw | Charlotte | NC | 08/2016 | 07/2024 |
| Firestone/Bridgestone Complete Auto Care Center | Charlotte | NC | 02/2015 | 08/2016 |
| Equity Services Inc | Montpelier | VT | 03/2026 | Present |
| National Life Group | Indian Trail | NC | 03/2026 | Present |
*CAG TAX SERVICES,LLC, 5020 TREMONT DRIVE, INDIAN TRAIL, NC 28079, 03/15/2026, ONGOING, TAX PREPARATION/BOOKKEEPING, NOT INV REL, DURING TRD/HRS, 0* CORNERSTONE ADVISORS GROUP, LLC, 5020 TREMONT DRIVE, INDIAN TRAIL, NC 28079, 03/15/2026, ONGOING, INV REL, DURING TRD/HRS, INSURANCE, AGENT, 15%*KING BROKERAGE OF VIRGINIA LLC, 5020 TREMONT DRIVE, INDIAN TRAIL, NC 28079, 03/15/2026, ONGOING, INV REL, DURING TRD/HRS, INSURANCE, AGENT, 5%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-26 |
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