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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-10-03
  • TN RA
    APPROVED
    Since 2024-10-03

Branch Locations

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

1035 Peerless Crossing Nw, Cleveland, TN 37312 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Chattanooga TN 09/2013 07/2021
Wells Fargo Advisors Financial Network, Llc Chattanooga TN 07/2021 09/2021
Lpl Financial, Llc Chattanooga TN 09/2021 02/2023
Brookstone Wealth Advisors Wheaton IL 01/2023 09/2024
Impact Partnership Wealth, Llc Marietta GA 10/2024 Present
Hughes Retirement Group Cleveland TN 01/2023 Present
Previous Registrations
Other Businesses

1) Notary - Jamie Lyn Peak; Not Investment Related; 1035 Peerless Crossing NW Cleveland, TN 37312; Notary; Notary; 1/2005; Approx. 1hr/Mo; Approx. 0hrs/Mo during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-05
S63 Uniform Securities Agent State Law Examination 2003-03-31
  • S66 Uniform Combined State Law Examination
    2015-06-05
  • S63 Uniform Securities Agent State Law Examination
    2003-03-31
Other Names
  • Jamie Lyn Winnie
  • Jamie Winnie
  • Jamie Lyn Climer
  • Jamie Peak Sullens
  • Jamie Lyn Sims
  • Jamie Sims
  • Jamie Lyn Peak
  • Jamie Lyn Scott

View on SEC IAPD

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