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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impactful Business Solutions, Llc | Muskegon | MI | 12/2013 | Present |
| Hd Vest Insurance Agency | Arlington | TX | 05/2015 | 03/2020 |
| Hd Vest Advisory Services | Dallas | TX | 05/2015 | 03/2020 |
| Hd Vest Investment Services | Dallas | TX | 05/2015 | 03/2020 |
| Hd Vest Insurance Agency | Irving | TX | 06/2015 | 03/2020 |
| Impactful Wealth Solutions | Muskegon | MI | 01/2016 | Present |
| Evolution Health | Dallas | TX | 01/2017 | 04/2019 |
| Intuit- Turbo Tax | Plano | TX | 02/2024 | 04/2024 |
Within Impactful Wealth Solutions I also provide Tax Planning & Preparation services, Retirement Planning and Life & Health Insurance services. I recently wrote a book: Plan for IT: A Actionable Blueprint for Building Wealth & Achieving Your Dreams was self published in December 2024. This books is associated with all the services I offer with financial planning, investment advising, retirement planning, estate and insurance planning and tax planning. The book was created to compliment those services in a clear and transparent manner while offering no investment advice and includes all necessary disclosures. I also have a stationary line: Uniquely Gifted Chic Boutique. UGCB began as a hobby and has grown to a small boutique stationary line. I am the sole owner. I spend up to 10 hours a week working on this business mainly during the summer months. I sell custom designed beadable ink pens, planners, laptop bags and other essential office supplies. This is a non-investment related business and hours of operation is done usually after 5pm or on the weekends during certain seasons. As of September 2024 I have selected Gradient Investments as my portfolio manager to select certain clients who want to opt into various managed portfolios. Gradient Investments is listed in my firms ADV. The nature of the business is portfolio management. We do share commission based on said portfolio selected by the client. The address of Gradient Investments is 4105 Lexington Ave N Arden Hills 55126. My role is Investment Advisor Rep and my firm is listed with Gradient Investments as such. The number of hours I dedicate to this new relationship is in conjunction of what I commit to my own financial planning business. As I see a need for managed money with my clients based on their stated objectives I may refer Gradient Investments as an alternative option based on the clients needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-04 |
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