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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-06-12 |
Branch Locations
5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Services Group | Sandy Springs | GA | 06/2014 | Present |
| National Life Group | Montpelier | VT | 06/2014 | Present |
| Equity Services Inc. | Montpelier | VT | 06/2014 | Present |
*WALL PURDY FAMILY LLC ZEBULON NC. INV REL. RENTAL REAL ESTATE. LIMITED PARTNER WITH OTHER FAMILY MEMBERS. JUNE 2006-CURRENT. 0 HRS/MO. NOT DURING TRADE HRS. *RONALD HUNT PURDY 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, INVESTMENT RELATED, INSURANCE PRODUCTS NOT OFFERED THROUGH NATIONAL LIFE OR NATIONAL FINANCIAL SERVICES GROUP, AGENT, 12/22/2014-CURRENT,2 HRS/MTH, DURING TRADE HRS,I WILL BE AN AGENT OR BROKER FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE, HEALTH, LTC AND DI THROUGH PRADNET AND C&S BENEFITS, TOTALLY SEPARATE IN MY NAME. *TRUOAK FINANCIAL PARTNERS LLC. 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, 02/25/2026, ONGOING, INV REL. DBA FOR INSURANCE BUSINESS. AGENT. INS SALES OF NATIONAL LIFE, LSW, AND OTHER INS PRODUCTS. DURING TRADE HRS*MACKENZIE FINANCIAL GROUP, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, ONGOING, INV REL, 02/26/2026, DBA FOR INSURANCE, AGENT, DURING TRD/HRS, 10%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-08 |
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