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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-06-05 |
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1) INSURANCE SALES; INVESTMENT-RELATED; UTAH; INSURANCE AGENT; START DATE 2022; APPROXIMATELY 80 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-10 |
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