Best Investors
Account
Sign in
Best Investors
Account
Sign in
One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-17 |
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 |
|---|---|---|---|---|
| Modern Woodmen Of America | Gainesville | GA | 10/2015 | 02/2023 |
| Mwa Financial Services Inc. | Rock Island | IL | 08/2016 | 02/2023 |
| Mml Investors Services Llc | Atlanta | GA | 03/2023 | 09/2025 |
| Massmutual Life Insurance Company | Atlanta | GA | 02/2023 | 09/2025 |
| National Life Group | Sandy Springs | GA | 10/2025 | Present |
| Equity Services Inc | Montpelier | VT | 10/2025 | Present |
*TRUOAK FINANCIAL PARTNERS LLC, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, ONGOING, INV REL, 02/2026, GENERAL AGENT, CEO, DBA FOR AGENCY, DURING TRD/HRS, 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-21 |
Reach out to this advisor