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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-05-20 |
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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Atlanta | GA | 12/2019 | 03/2020 |
| Blocktech Capital Partners | Cumming | GA | 01/2018 | 11/2018 |
| Industry Pro | Woodstock | GA | 08/2017 | 05/2018 |
| Self-Employed | Cumming | GA | 03/2013 | 01/2018 |
| Park Avenue Securities | Atlanta | GA | 02/2019 | 03/2020 |
| Apogee Financial Partners | Sandy Springs | GA | 03/2020 | 02/2026 |
| Equity Services, Inc. | Montpelier | VT | 05/2020 | Present |
| Truoak Financial Partners Llc | Sandy Springs | GA | 02/2026 | Present |
*TRUOAK FINANCIAL PARTNERS LLC. 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342. ONGOING. INV REL. 02/2026. INSURANCE SALES. AGENT. SELL NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS. DURING TRD/HRS, M-F 8-5*COVENANT PRESBYTERIAN CHURCH. 2461 PEACHTREE ROAD, ATLANTA GA. NOT INV REL. SEPT 2023. ADMINISTRATION COMMITTEE. ASSISTING THE CHURCH WITH BUDGETING AND HIGH LEVEL BUSINESS DECISIONS. NO TITLE. MONTHLY MEETINGS TO DISCUSS BUDGET AND BUSINESS PROCESSES. DURING SOME TRADE HRS*BRYAN KEENAN, 10182 WINDALIER WAY, ROSWELL, GA, 30076, ONGOING, NOT INV REL, OWNER, RARE AND ANTIQUARION BOOK SALES AND RESTORATION, 08/10/2024, DURING TRD/HRS, 5 HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-09 |
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