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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-05-20
  • GA RA
    APPROVED
    Since 2020-05-20

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2019 → 03/2020
    Guardian Life Insurance Company
    Atlanta, GA
  • 01/2018 → 11/2018
    Blocktech Capital Partners
    Cumming, GA
  • 08/2017 → 05/2018
    Industry Pro
    Woodstock, GA
  • 03/2013 → 01/2018
    Self-Employed
    Cumming, GA
  • 02/2019 → 03/2020
    Park Avenue Securities
    Atlanta, GA
  • 03/2020 → 02/2026
    Apogee Financial Partners
    Sandy Springs, GA
  • 05/2020 → Present
    Montpelier, VT
  • 02/2026 → Present
    Truoak Financial Partners Llc
    Sandy Springs, GA
Previous Registrations
Other Businesses

*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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-09
  • S66 Uniform Combined State Law Examination
    2019-10-09
Designations

View on SEC IAPD

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