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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-25 |
| MN | RA | APPROVED | 2025-05-07 |
Branch Locations
2042 Wooddale Dr Ste 250, Woodbury, MN 55125 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
Woodbury, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 05/2006 | 06/2023 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 06/2015 | 06/2023 |
| Unemployed | Lakeville | MN | 05/2024 | 08/2024 |
| F&G Insurance Company | Des Moines | IA | 09/2023 | 04/2024 |
| Allianz Life | Golden Valley | MN | 05/2006 | 06/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2024 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Minnetonka | MN | 11/2024 | 04/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2024 | 04/2025 |
| Impact Partnership Wealth, Llc | Marietta | GA | 05/2025 | Present |
| Legacy Ascent Wealth | Woodbury | MN | 04/2025 | Present |
Legacy Ascent Wealth; Yes Investment Related; 2042 Wooddale Dr Suite 250 Woodbury, MN 55125; Insurance; Owner; 4/2025; 120hrs/Mo; 100hrs/Mo during Securities Trading Hours; Annuities Life and LTC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-06 |
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