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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED_RES | 2024-09-06 |
| GA | RA | APPROVED | 2024-08-22 |
| CA | RA | APPROVED | 2024-05-03 |
| MD | RA | APPROVED | 2021-07-30 |
Branch Locations
8201 Corporate Drive Suite 1135, Landover, MD 20785 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
999 Peachtree St Ne Ste 300 & 400, Atlanta, GA 30309 • United States
9255 Sunset Blvd Ste 1100, West Hollywood, CA 90069 • United States
1111 Brickell Ave Fl 10, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2011 | 04/2017 |
| Global Asset Management Group, Inc. | Longwood | FL | 03/2019 | 04/2019 |
| Marketguard | Englewood | CO | 03/2021 | 07/2021 |
| Impact Partnership Wealth, Llc | Marietta | GA | 07/2021 | Present |
| New Perspective Financial Solutions | Lanham | MD | 03/2017 | Present |
| Jackson Publishing, Llc | Lanham | MD | 01/2016 | 12/2024 |
| Jackson Capital Properties, Llc | Atlanta | GA | 06/2023 | Present |
1) Home Rental Income; Not Investment Related; Washington, DC; Home rental; Landlord of multiple rental properties; 05/2015; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Maintain property. 2) Author; Not Investment Related; Washington, DC; Written & published investment books; Author; 02/2016; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Receives compensation from online book sales. 3) New Perspective Financial Solutions; Yes Investment Related; 4640 Forbes Blvd, Suite 340, Lanham, MD 20706; Owner/President; 03/2017; Hours per month: 160; Hours during trading: 160; the recommendation or sale of life insurance and/or fixed indexed annuities products. 4) Jackson Capital Properties, LLC; Not Investment Related; 2479 Peachtree Rd Atlanta, GA 30305; Property Management and Real Estate Investing; CEO; 06/2023; 30hrs/Mo outside trading hours; personal investing in real estate by buying, flipping and renting properties. 5) Waldorf Basketball; Not Investment Related; Waldorf, MD; Semi-professional Basketball Team; CEO; 9/2024; 8hrs/Mo; 0hrs/Mo during Securities Trading Hours; Being the owner of a semipro basketball team. 6) Estate Planning Document Services; Not Investment Related; 8201 Corporate Drive Ste 1135 Landover, MD 20785; Referring clients to an online estate planning platform called Wealth.com; Facilitator; 1/16/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents. 7) Metro Referral Associates Inc; Not Investment Related; 3975 Fair Ridge Drive, Fairfax VA 22033; I have my real estate license. I am hanging my license at Metro Referral Associates; Referral Agent; 8/7/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Refer real estate prospects to real estate agents. 8) Tayvon Cares Foundation; Not Investment Related; Washington, DC; Non-Profit Charitable Foundation; Director; 1/6/2026; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Being in attendance for all the charitable events and overseeing the non profit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-06 |
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
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