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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-12-01 |
| GA | RA | APPROVED | 2003-04-11 |
Branch Locations
5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342 • United States
Hilton Head, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 04/2000 | Present |
*MARK VOSK.720 COLONIAL DRIVE. HILTON HEAD. SC. 29926 .AGENT.INV REL.DUR TRD HRS.8 HRS/MO.1/2016.I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE,DISABILITY,HEALTH AND LTC. *TRUOAK FINANCIAL PARTNERS LLC. 720 COLONIAL DRIVE. HILTON HEAD. SC. 29926 . ONGOING, INV REL, 02/25/2026, DBA FOR INSURANCE BUSINESS. AGENT. INS SALES OF NATIONAL LIFE, LSW, AND OTHER INS PRODUCTS. DURING TRADE HRS. *MACKENZIE FINANCIAL GROUP 720. COLONIAL DRIVE. HILTON HEAD ISLAND. SC. 29926. INV REL OCT 26, 2023. INSURANCE. SR PARTNER.ONGOING, DURING TRADE HRS, 40 HRS/WKLY. *CONGREGATION BETH YAM. 4501 MEETING ST, HILTON HEAD ISLAND SC. JULY 2026. NOT INV REL. MEMBER OF FINANCE COMMITTEE TO GUIDE BOARD OF DIRECTORS AT SYNAGOGUE. COMMITTEE MEMBER. MEMBER OF FINANCE COMMITTEE, WILL NOT HAVE ACCESS TO FUNDS OR CHECK WRITING CAPABILITIES. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-03 |
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