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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-11 |
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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 02/2006 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2006 | 12/2023 |
| Equity Services Inc | Montpelier | VT | 01/2024 | Present |
| National Life Group | Sandy Springs | GA | 01/2024 | Present |
*TRUOAK FINANCIAL PARTNERS LLC, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, ONGOING, INV REL, 02/25/2026, INSURANCE, AGENT, SELLING NATIONAL LIFE, LSW AND OTHER INSURANCE PRODUCTS, DURING TRD/HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-27 |
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