Best Investors
Account
Sign in
Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2010-09-08 |
Branch Locations
5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342 • United States
Canton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iron It Out, Llc | Canton | GA | 02/2006 | 04/2023 |
| National Financial Services Group | Atlanta | GA | 08/2010 | 02/2019 |
| National Life Group | Canton | GA | 08/2010 | Present |
| Equity Services, Inc. | Montpelier | VT | 09/2010 | Present |
*TRUOAK FINANCIAL PARTNERS LLC, 1026 CREEK SIDE DRIVE, CANTON, GA, 30115, ONGOING, INV REL, 02/25/2026, DBA FOR INSURANCE BUSINESS. AGENT. INS SALES OF NATIONAL LIFE, LSW, AND OTHER INS PRODUCTS. DURING TRADE HRS. *THOMAS P. CARMODY IRREVOCABLE TRUST. 1026 CREEK SIDE DRIVE. CANTON GA. INV REL. JAN 2021. CO-TRUSTEE WITH SISTER OF FATHER'S IRREV TRUST CREATED UPON HIS DEATH. DECISIONS MADE MUST BE UNANIMOUS. CO-TRUSTEE. MANAGE ASSETS, OPEN ACCOUNTS, FILE TAX RETURNS AND OTHER CARIOUS TRUSTEE DUTIES AS REQUIRED FROM TIME TO TIME. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-21 |
Reach out to this advisor