Best Investors Account Sign in
Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2014-06-12
  • GA RA
    APPROVED
    Since 2014-06-12

Branch Locations

5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342 • 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
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
  • 06/2014 → Present
    National Financial Services Group
    Sandy Springs, GA
  • 06/2014 → Present
    National Life Group
    Montpelier, VT
  • 06/2014 → Present
    Montpelier, VT
Previous Registrations
  • 2007-03-21 → 2014-06-13
    New England Securities
    Atlanta, GA
    Atlanta, GA
  • 2006-03-08 → 2007-01-12
    Avantax Advisory Services
    Atlanta, GA
Other Businesses

*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%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-07
S63 Uniform Securities Agent State Law Examination 1988-12-08
  • S66 Uniform Combined State Law Examination
    2004-10-07
  • S63 Uniform Securities Agent State Law Examination
    1988-12-08
Designations
Other Names
  • R Hunt Purdy

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sandy Springs, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor