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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-04-08 |
Branch Locations
5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
*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%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-20 |
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