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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-20 |
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 |
|---|---|---|---|---|
| National Life Group | Sandy Springs | GA | 03/2026 | Present |
| Equity Services Inc | Montpelier | VT | 03/2026 | Present |
| Trainwithheater Baseball Academy | Loganville | GA | 06/2025 | Present |
| Young Harris College | Young Harris | GA | 08/2024 | 05/2025 |
| Bip Wealth Management | Buckhead And Alpharetta | GA | 06/2024 | 07/2024 |
| Young Harris College | Young Harris | GA | 08/2023 | 05/2024 |
| Citrin Automotive Hospitality | Duluth | GA | 06/2023 | 07/2023 |
| Young Harris College | Young Harris | GA | 08/2020 | 05/2023 |
| Loganville High School | Loganville | GA | 08/2016 | 07/2020 |
*TRUOAK FINANCIAL PARTNERS LLC, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, ONGOING, INV REL, 03/2026, INSURANCE, AGENT, SELL NATIONAL LIFE, LSW AND OTHER INSURANCE PRODUCTS, DURING TRD/HRS, M-F 8-5*HEATER BASEBALL ACADEMY, 5740 KENT ROCK ROAD, LOGANVILLE, GA, 30052, ONGOING, NOT INV REL, 03/2026, PERFORMANCE COACH, YOUTH BASEBALL INSTRUCTION, DURING TRD/HRS, 4%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
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