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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2013-09-17
  • GA RA
    APPROVED
    Since 2013-09-17

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
Equity Services Inc Montpelier VT 01/2007 Present
Other Businesses

*C&S BENEFITS, HEALTH BENEFITS, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, INSURANCE SALES, SALES ASSOCIATES, 2005-PRESENT, 1 HRS/MO, DUR TRD HRS, SALES OF HEALTH BENEFITS *CRAIG P MACKENZIE INSURANCE, INV REL. 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, INS SALES, SALES ASSOC. NAT. FIN. SVCS. GR. 5/74-PRES. 100% OF TIME. DUR TRAD HRS,I AM AN AGENT FOR SEV. INS CO,TO SELL LIFE , DI, HEALTH. *FREELANCE PROFESSIONAL SINGING, 6815 CASTLETON DRIVE, ATLANTA, GA 30328, NOT INV RELATED, SINGING FOR WEDDINGS, FUNERALS AND OTHER FUNCTIONS, SINGER, 2/6/2016, 2 HRS/MTH, NOT DURING TRADE HRS. *NAIFA - ATLANTA BOARD MEMBER. NO PERMANENT ADDRESS (PO BOX 19940, ATLANTA GA). NOT INV REL. NOVEMBER 2016. NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS. BOARD MEMBER. BUDGET DECISIONS, EVENT PLANNING, FUNDRAISING. 2 HRS/MO. *TRUOAK FINANCIAL PARTNERS LLC, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342. 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. 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342. INV REL. MAY 2023. FIXED INSURANCE BUSINESS. MANAGING PARTNER. ALL FIXED INSURANCE BUSINESS. DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-27
S63 Uniform Securities Agent State Law Examination 2007-12-03
  • S65 Uniform Investment Adviser Law Examination
    2013-08-27
  • S63 Uniform Securities Agent State Law Examination
    2007-12-03
Other Names
  • Craig Peter Mackenzie
  • Peter Mackenzie

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