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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-28 |
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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Atlanta | GA | 02/2013 | 02/2022 |
| The Prudential Insurance Company Of America | Atlanta | GA | 02/2013 | 02/2022 |
| Apogee Financial Partners | Sandy Springs | GA | 02/2022 | 02/2026 |
| Equity Services, Inc. | Montpelier | VT | 02/2022 | Present |
| Truoak Financial Partners Llc | Sandy Springs | GA | 02/2026 | Present |
*TRUOAK FINANCIAL PARTNERS LLC, 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342, ONGOIN, INV REL, 02/25/2026, INSURANCE, AGENT, I AM AN INSURANCE AGENT THAT SELLS NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS, DURING TRD/HRS, 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-04 |
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