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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-26 |
Branch Locations
2500 Regency Pkwy Ste 119, Cary, NC 27518 • United States
433 Plaza Real Suite 335, Boca Raton, FL 33432 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors | Plantation | FL | 06/2016 | 04/2018 |
| Transamerica Agency Network | Plantation | FL | 02/2016 | 04/2018 |
| Financial Partners Group | Plantation | FL | 02/2016 | 05/2018 |
| Self Employed | Pembroke Pines | FL | 04/2018 | 05/2018 |
| Mutual Of Omaha Insurance Company | Raleigh | NC | 05/2018 | 10/2020 |
| Mutual Of Omaha Investor Services | Raleigh | NC | 05/2018 | 10/2020 |
| Massmutual Life Insurance Company | Raleigh | NC | 01/2021 | 06/2025 |
| Mml Investors Services, Llc | Raleigh | NC | 01/2021 | 06/2025 |
| National Life Group | Cary | NC | 06/2025 | Present |
| Equity Services Inc | Montpelier | VT | 06/2025 | Present |
*FINANCIAL PARTNERS GROUP LLC, 2500 REGENCY PKWY, STE 119, CARY, NC 27518, 06/02/2025,ONGOING,INV REL,INSURANCE,MANAGING DIRECTOR/AGENT, DURING TRD/HRS,100%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-10 |
| S65 | Uniform Investment Adviser Law Examination | 2018-06-21 |
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