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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-07 |
| IN | RA | APPROVED | 2024-05-20 |
Branch Locations
10405 E Mcdowell Mountain Ranch Rd Ste C241, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Volant Liquidity, Llc | New York | NY | 06/2009 | 05/2017 |
| Volant Holding, Llc | New York | NY | 06/2009 | 05/2017 |
| Annexus Management Company | Scottsdale | AZ | 12/2019 | 08/2022 |
| Annexus Securities, Llc | Scottsdale | AZ | 01/2020 | 03/2024 |
| Geneva Trading | Chicago | IL | 06/2017 | 11/2019 |
| Integrity Marketing Group, Llc | Dallas | TX | 08/2022 | 04/2024 |
| Troyer Retirement | Scottsdale | AZ | 04/2024 | 01/2026 |
| Impact Partnership Wealth, Llc | Marietta | GA | 05/2024 | Present |
| Prostatis Group Llc | Fort Wayne | IN | 01/2025 | 01/2025 |
| High Point Retirement | Scottsdale | AZ | 01/2026 | Present |
High Point Retirement; Yes Investment Related; 10405 E McDowell Mountain Ranch Rd, Suite C241 Scottsdale, AZ 85255; Fixed Indexed Annuities and Life Insurance; Chief Investment Officer; 1/16/2026; Approx. 32hrs/Mo; Approx. 26hrs/Mo during Securities Trading Hours; If it is best advice, we will use fixed indexed annuities and life insurance as part of a client's retirement plan. I will make recommendations to the prospect / client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-13 |
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