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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-04-08 |
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 |
|---|---|---|---|---|
| Fine Spec Home Inspection | Fayetteville | GA | 12/1994 | 08/2017 |
| Axa Advisors Llc | Atlanta | GA | 11/2017 | 11/2019 |
| Mml Investors Services Llc | Peachtree Corners | GA | 01/2020 | 03/2021 |
| Massmutual Life Insurance Co | Peachtree Corners | GA | 11/2019 | 03/2021 |
| Apogee Financial Partners | Atlanta | GA | 03/2021 | 02/2026 |
| Equity Services, Inc. | Montpelier | VT | 04/2021 | Present |
| Truoak Financial Partners Llc | Fayetteville | GA | 02/2026 | Present |
*TRUOAK FINANCIAL PARTNERS LLC, 195 ASPEN WAY, FAYETTEVILLE, GA, 30215, ONGOIN, INV REL, 02/25/2026. INSURANCE, AGENT, SELLING NATIONAL LIFE, LSW AND OTHER INSURANCE COMPANY PRODUCTS, DURING TRD/HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-20 |
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