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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Florham Park | NJ | 04/2013 | 04/2019 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2020 | 04/2026 |
| Impact Partnership Wealth, Llc | Marietta | GA | 04/2026 | Present |
| Stifel, Nicolaus & Company, Incorporated | Florham Park | NJ | 01/2012 | 04/2019 |
| Basking Ridge Wealth Group Llc | Basking Ridge | NJ | 06/2025 | Present |
| Self Employed | Bernardsville | NJ | 02/2019 | 01/2020 |
1) Basking Ridge Life; Not Investment Related; 40 Southard Place Basking Ridge, NJ, 07920; Life Insurance; Owner; 6/12/2025; Approx. 80hrs/Mo, Approx. 70hrs/Mo during Securities Trading Hours; Help families and business to utilize life insurance strategy. 2) 592 Bridgewater Ave LLC; Not Investment Related; 592 Bridgewater Ave Apt A Bridgewater, NJ 08807; Rental Apartment; Owner; 7/1/2015; Approx. 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Oversee the property and tenants. 3) AthletiGuard; Not Investment Related; 40 Southard Place Basking Ridge, NJ 07920; Educational platform; Owner; 2/7/2026; Approx. 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Help support innovation. Provide families of young athletes an educational platform that teaches importance of pro-active planning and preparation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-01 |
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