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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-04 |
Branch Locations
Fayetteville, GA • United States
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Fayetteville | GA | 10/2013 | 02/2022 |
| Mml Investors Services, Llc | Fayetteville | GA | 10/2013 | 02/2022 |
| Apogee Financial Partners | Fayetteville | GA | 04/2022 | 02/2026 |
| Equity Services, Inc. | Montpelier | VT | 04/2022 | Present |
| Truoak Financial Partners Llc | Fayetteville | GA | 02/2026 | Present |
*FAYETTE COUNTY DEVELOPMENT AUTHORITY, 200 COURTHOUSE SQ, FAYETTEVILLE,GA 30214, 4/09/2014, NOT INV REL, NONPROFIT ECONOMIC DEVELOPMENT ORGANIZATION, BOARD CHAIR, NOT DURING TRD/HRS,75%. *THE OAKS OF FAYETTE HOA, 245 OAK MANOR, FAYETTEVILLE,GA 30214, NOT INV REL, 5/13/2015, HOMEOWNERS ASSOC, BOARD PRESIDENT, NOT DURING TRD/HRS. *TRUOAK FINANCIAL PARTNERS LLC, 245 OAK MANOR, FAYETTEVILLE, GA, 30214, ONGOING, INV REL, 02/25/2026, INSURANCE, AGENT. SELLING NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS, DURING TRD/HRS*DAH FINANCIAL LLC. 245 OAK MANOR, FAYETTEVILLE GA. INV REL. APRIL 2022. PROVIDING P&C, HEALTH, GROUP LIFE, AND GROUP HEALTH. AGENT. ASSET ORGANIZATIONS AND IND WITH P&C, HEALTH, AND GROUP LIFE. DURING TRADE HRS. *HE AIN'T HEAVY PRETRIAL DIVERSION PROGRAM. 115 EAST CANNON ST, LAGRANGE GA. NOT INV REL. AUG 2023. NON PROFIT ENTITY THAT HELPS YOUNG BOYS WITH LOW OFFENSE EXIT THE CRIMINAL JUSTICE SYSTEM. BOARD MEMBER/TREASURER. PROVIDE STRATEGIC DIRECTIONS FOR THE ORGANIZATIONS. DURING SOME TRADE HRS. *MORRIS BROWN COLLEGE. 643 MLK JR DR NW, ATLANTA GA. NOT INV REL. AUG 2023. PRIVATE UNDERGRAD COLLEGE. TRUSTEE MEMBER. PROVIDE STRATEGIC DIRECTION FOR THE COLLEGE AND ITS STUDENTS. DURING SOME TRADE HRS*DARRYL HICKS FOR FAYETTE COUNTY,245 OAK MANOR,FAYETTEVILLE,GA,30214,ONGOING,3/5/24,NOT INV REL,CANDIDATE FOR FAYETTE COUNTY BOARD OF COMMISSIONERS,NOT DURING TRD/HRS,2%*FAYETTE COUNTY SHERIFF OFFICE FOUNDATION, 155 JOHNSON AVE, FAYETTEVILLE, GA, 30214, ONGOING, NOT INV REL, BOARDMEMBER, SERVE ON FOUNDATION TO HELP PROVIDE RESOURCES AND COMMUNITY SUPPORT, 08/01/2024, DURING TRD/HRS, 1%*FAYETTE FORWARD, 255 GLYNN STREET SOUTH, FAYETTEVILLE, GA, 30214, ONGOING, NOT INV REL, 10/01/2025, CHAIR/BOARD MEMBER, PROVIDE LEADERSHIP AND GUIDANCE FOR COMMUNITY PROJECTS, DURING TRD/HRS, 2%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-13 |
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