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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
759 Sw Federal Hwy #201-A, Stuart, FL 34994 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The Assurance Group | West Palm Beach | FL | 06/2013 | 12/2020 |
| Senior Information Centers | Boca Raton | FL | 03/2015 | 12/2020 |
| Trusted Homecare Services | Boca Raton | FL | 01/2017 | 12/2020 |
| World Equity Group | Arlington Heights | IL | 07/2019 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 02/2026 | Present |
| Triumph Wealth Advisors, Inc. | Woodstock | GA | 04/2015 | 05/2024 |
| Taylor Capital Management Inc. | Boca Raton | FL | 03/2015 | 07/2019 |
| Legacy Resource Centers | Stuart | FL | 09/2009 | Present |
Legacy Resource Centers, Yes Investment Related; Insurance Sales; Insurance Agent; 9/2009; Approx. 40hrs/Mo; Approx. 5hrs/Mo during Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-17 |
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