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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-08 |
Branch Locations
5555 Glenridge Connector Suite 525, Sandy Springs, GA 30342 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Atlanta | GA | 04/2006 | 09/2018 |
| Real Estate | Atlanta | GA | 11/2003 | Present |
| Harmon Financial Advisors | Atlanta | GA | 04/2006 | 09/2018 |
| Dillards | Atlanta | GA | 12/2015 | 09/2016 |
| Apogee Financial Partners | Sandy Springs | GA | 04/2020 | 02/2026 |
| Equity Services, Inc. | Montpelier | VT | 06/2020 | 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, 02/25/2026, INSURANCE SALES. 04/2020. HOURS PER MONTH 160. DURING TRADE HRS. I AM AN INSURANCE AGENT THAT SELLS NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS*MERCEDES BENZ STADIUM. 1 AMB DRIVE NW ATLANTA GA 30313. NOT INVESTMENT RELATED. GUEST SERVICES. 08/2017. I PROVIDE CUSTOMER SERVICE, TOURS AND I WORK WITH VIP GUESTS AT SPECIAL EVENTS. NOT DURING TRADE HRS. 2 HRS/MO*DELTA AIRLINES. 1030 DELTA BLVD ATLANTA GA. NOT INV REL. FEB 2022. DELTA RAMP AGENT. LARGE ITEM AND SPECIALTY ITEMS BAG HANDLER. NOT DURING TRADE HRS*VIRTUAL PROPERTIES REALTY, 2750 PREMIERE PARKWAY, SUITE 200, DULUTH, GA, 30097, ONGOING, INV REL, 06/02/2025, REAL ESTATE AGENT, NOT DURING TRD/HRS, 0%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-04 |
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