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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-03-03 |
Branch Locations
5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342 • United States
Lawrenceville, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Insurance Co. | Lawrenceville | GA | 02/1988 | Present |
| Equity Services, Inc. | Atlanta | GA | 07/1988 | Present |
*J.B. POSS & ASSOC., INVESTMENT RELATED, INSURANCE SERVICES. IT IS A SOLE PROPRIETORSHIP. EST 1988-PRES. 40 HR/WEEK. *EDGEWATER HOMEOWNERS ASSOC. PRESIDENT. 2002-PRES. PRIMARILY AFTER TRDNG. MAKE DECISIONS ON NEIGHBORHOOD ISSUES*TRUOAK FINANCIAL PARTNERS LLC. 515 WHITE RIDGE TRACE, LAWRENCEVILLE, GA, 30043, ONGOIN, INV REL, 02/25/2026, DBA FOR INSURANCE BUSINESS. AGENT. INS SALES OF NATIONAL LIFE, LSW, AND OTHER INS PRODUCTS. DURING TRADE HRS. *JOHN POSS - POA. 515 WHITE RIDGE TRACE, LAWRENCEVILLE GA. NOT INV REL. JULY 2023. ACTING POWER OF ATTORNEY FOR MOTHER. POA. MEDICAL, FINANCIAL, AND LIVING DECISIONS. DURING SOME TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-22 |
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