Best Investors Account Sign in
Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-04-08
  • GA RA
    APPROVED
    Since 2022-04-08

Branch Locations

Jasper, GA • United States

5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities Llc Atlanta GA 09/2018 03/2022
Independent Contractor For Synovus Bank Atlanta GA 01/2013 09/2018
The Prudential Insurance Company Of America Atlanta GA 12/2018 03/2022
Apogee Financial Partners Atlanta GA 03/2022 02/2026
Equity Services, Inc. Montpelier VT 04/2022 Present
Truoak Financial Partners Llc Jasper GA 02/2026 Present
  • 09/2018 → 03/2022
    Atlanta, GA
  • 01/2013 → 09/2018
    Independent Contractor For Synovus Bank
    Atlanta, GA
  • 12/2018 → 03/2022
    The Prudential Insurance Company Of America
    Atlanta, GA
  • 03/2022 → 02/2026
    Apogee Financial Partners
    Atlanta, GA
  • 04/2022 → Present
    Montpelier, VT
  • 02/2026 → Present
    Truoak Financial Partners Llc
    Jasper, GA
Previous Registrations
Other Businesses

*TRUOAK FINANCIAL PARTNERS LLC. 1510 PETIT RIDGE DR, 11846 BIG CANOE, JASPER, GA 30143. ONGOING, INV REL. 02/2025 INSURANCE SALES. AGENT. I AM AN INSURANCE AGENT THAT SELLS NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS. DURING TRD/HRS*GINGER WATSON GRIFFITH, HOLY FAMILY ESPISCOPAL CHURCH, 202 GRIFFITH RD, JASPER, GA, 30143, ONGOING, NOT INV REL, CHAIR OF PLANNED GIVING COMMITTEE, GROUP OF 3-5 PARISHIONERS WITH ONE VESTRY LIAISON AND ONE FINANCE COMMITTEE REP TO DEVELOP FORMAL GIVING PLAN, 09/01/2024, DURING TRD/HRS, 1%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-13
S63 Uniform Securities Agent State Law Examination 2018-11-20
  • S65 Uniform Investment Adviser Law Examination
    2020-01-13
  • S63 Uniform Securities Agent State Law Examination
    2018-11-20
Designations
Other Names
  • Virginia Sutherland Watson
  • Virginia Watson Gorman
  • Ginger Watson Griffith

View on SEC IAPD

More in Jasper, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor