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Impact Partnership Wealth, LLC CRD 313928
$2.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-03 |
Branch Locations
8201 Corporate Dr Ste 1135, Hyattsville, MD 20785 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | Columbia | MD | 01/2018 | 03/2018 |
| New York Life Insurance Co | Vienna | VA | 04/2018 | 01/2023 |
| Nylife Securities Llc | Vienna | VA | 05/2018 | 01/2023 |
| Impact Partnership Wealth, Llc | Marietta | GA | 05/2025 | Present |
| New Perspective Financial Solutions | Hyattsville | MD | 03/2025 | Present |
| Td Bank, Na | Clinton | MD | 12/2022 | 03/2025 |
| Mass Mutual Life Insurance Company | Greenbelt | MD | 08/2012 | 12/2017 |
| Mml Investors Services, Llc | Greenbelt | MD | 10/2012 | 01/2018 |
| Mml Investors Services, Llc | Greenbelt | MD | 11/2012 | 01/2018 |
NEW PERSPECTIVE FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; 8201 CORPORATE DRIVE, STE 1135 HYATTSVILLE, MD 20785; INSURANCE SALES; FINANCIAL ADVISOR; 3/2025; 120HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; PROPOSING, PRESENTING, AND SELLING INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-09 |
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