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Current Employers
Impact Partnership Wealth, Llc

1688 White Circle Nw, Marietta, GA 30066 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-26
  • FL RA
    APPROVED
    Since 2023-04-26

Branch Locations

6767 N Wickham Rd Ste 101, Melbourne, FL 32940 • United States

1688 White Circle Nw, Marietta, GA 30066 • 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
Taylor Capital Management Woodstock GA 06/2011 06/2019
World Equity Group Melbourne FL 06/2019 06/2023
Impact Partnership Wealth, Llc Marietta GA 04/2023 Present
Wadadli Financial Group Melbourne FL 12/1998 Present
  • 06/2011 → 06/2019
    Taylor Capital Management
    Woodstock, GA
  • 06/2019 → 06/2023
    World Equity Group
    Melbourne, FL
  • 04/2023 → Present
    Marietta, GA
  • 12/1998 → Present
    Wadadli Financial Group
    Melbourne, FL
Other Businesses

1) WADADLI FINANCIAL GROUP; YES INVESTMENT RELATED; 6767 N. WICKHAM RD, STE 400, MELBOURNE, FL 32940; INSURANCE BUSINES & SECURITIES THROUGH WEG; SALES; 12/1998; 30 HRS/MO DEVOTED; 30 HRS/MO DEVOTED DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-06
S63 Uniform Securities Agent State Law Examination 2014-05-19
  • S65 Uniform Investment Adviser Law Examination
    2023-03-06
  • S63 Uniform Securities Agent State Law Examination
    2014-05-19
Other Names
  • Jim Wayne Fox

View on SEC IAPD

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