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Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2006-08-08
  • GA RA
    APPROVED
    Since 2006-08-08

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
Self Employed Newnan GA 01/2001 01/2021
Equity Services, Inc. Atlanta GA 06/2006 Present
Apogee Financial Partners Sandy Springs GA 02/2019 Present
  • 01/2001 → 01/2021
    Self Employed
    Newnan, GA
  • 06/2006 → Present
    Atlanta, GA
  • 02/2019 → Present
    Apogee Financial Partners
    Sandy Springs, GA
Other Businesses

*CIMA FARMS, LLC, NOT INV. REL., IN GA, EQUESTRIAN BOARDING, OWNER, 1/07-PRES,5-10 HRS/MO, NOT DUR. TRAD. HRS, OWNER OF CIMA FARMS WHICH PROVIDE SELF-CARE BOARDING FACILITIES TO AREA EQUINE OWNERS. THE EQUINE OWNERS MAKE MONTHLY BOARDING PAYMENTS. *PREMIER ADVISOR NETWORK, LLC. 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342. INV REL. LIFE INS SALES. IND SALES AGENT. 2012-CURRENT. 0-5 HRS/MO. DURING TRADE HRS. *APOGEE FINANCIAL PARTNERS. 5555 GLENRIDGE CONNECTOR, SUITE 525, SANDY SPRINGS, GA, 30342. JAN 2019. INV REL. DBA FOR INSURANCE BUSINESS. AGENT. INS SALES OF NATIONAL LIFE, LSW, AND OTHER INS PRODUCTS. DURING TRADE HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-07
  • S66 Uniform Combined State Law Examination
    2006-07-07
Other Names
  • Wei Li Mcdonald
  • Wei Li
  • Wei No Middle Name Li

View on SEC IAPD

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