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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2013-09-17 |
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 |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 01/2007 | Present |
*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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-03 |
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