Best Investors Account Sign in
Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-22
  • NC RA
    APPROVED
    Since 2025-10-22

Branch Locations

1 Page Ave Ste 280, Asheville, NC 28801 • United States

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

808 Harper Ave Unit 203, Lenoir, NC 28645 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Calton & Associates, Inc. Hickory NC 09/2013 12/2017
Alphastar Capital Management, Llc Cornelius NC 03/2018 10/2025
Four Plus One, Inc., Dba Charter Financial Group Hickory NC 11/1999 Present
Impact Partnership Wealth, Llc Marietta GA 10/2025 Present
Previous Registrations
Other Businesses

Four Plus One, Inc., DBA Charter Financial Group; Yes Investment Related; 921 Hwy 321 NW, Ste 106, Hickory, NC 28601; Insurance Sales; Owner/Insurance Agent; 11/1999; Approx. 30 hours a month; Approx. 15 hours during trading; Property and Casualty Agency and Fixed Indexed Annuity Sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-31
S63 Uniform Securities Agent State Law Examination 1997-09-12
  • S65 Uniform Investment Adviser Law Examination
    2011-01-31
  • S63 Uniform Securities Agent State Law Examination
    1997-09-12

View on SEC IAPD

More in Asheville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor