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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-06-05
UT RA APPROVED 2022-08-22
  • NV RA
    APPROVED
    Since 2024-06-05
  • UT RA
    APPROVED
    Since 2022-08-22

Branch Locations

Washington, UT • United States

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

2520 Saint Rose Pkwy Ste 219, Henderson, NV 89074 • 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
Hornor Townsend & Kent Inc Horsham PA 06/2011 08/2022
Penn Mutual Life Ins Co Horsham PA 06/2011 08/2022
Impact Partnership Wealth, Llc Marietta GA 08/2022 Present
Sage Wealth Design Inc Washington UT 08/2022 Present
  • 06/2011 → 08/2022
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 06/2011 → 08/2022
    Penn Mutual Life Ins Co
    Horsham, PA
  • 08/2022 → Present
    Marietta, GA
  • 08/2022 → Present
    Sage Wealth Design Inc
    Washington, UT
Previous Registrations
Other Businesses

1) INSURANCE SALES; INVESTMENT-RELATED; UTAH; INSURANCE AGENT; START DATE 2022; APPROXIMATELY 80 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-20
S63 Uniform Securities Agent State Law Examination 1997-11-10
  • S65 Uniform Investment Adviser Law Examination
    2010-04-20
  • S63 Uniform Securities Agent State Law Examination
    1997-11-10
Designations
Other Names
  • Larry Kiser
  • Dean Lawrence Kiser
  • D Lawrence Kiser

View on SEC IAPD

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