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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-03-11 |
| TX | RA | APPROVED_RES | 2026-03-11 |
Branch Locations
202 S Main St Ste 202, Broken Arrow, OK 74012 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
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 |
|---|---|---|---|---|
| Phoenix Financial Advisors | Beggs | OK | 10/2013 | 10/2017 |
| Allstate Insurance Company | Broken Arrow | OK | 10/2017 | 03/2020 |
| Phoenix Financial Group,Llc | Broken Arrow | OK | 11/2015 | Present |
| Achieve Financial Success | Broken Arrow | OK | 05/2018 | Present |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 04/2020 | 08/2024 |
| Gradient Advisors, Llc | Beggs | OK | 06/2016 | 12/2016 |
| Allstate Financial Advisors, Llc | Tulsa | OK | 06/2018 | 03/2020 |
| Impact Partnership Wealth, Llc | Marietta | GA | 03/2026 | Present |
1) PHOENIX FINANCIAL GROUP, LLC; YES INVESTMENT RELATED; 202 S MAIN ST. STE 202 BROKEN ARROW, OK 74012; INSURANCE SALES; OWNER, LICENSED AGENT; 11/2015; APPROX. 200HRS/MO; APPROX. 60HRS/MO DURING SECURITIES TRADING HOURS; MARKETING AND SELLING LIFE, HEALTH, AND ACCIDENT INSURANCE. 2) ACHIEVE FINANCIAL SUCCESS; NOT INVESTMENT RELATED; 202 S MAIN ST. STE 202 BROKEN ARROW, OK 74012; SELF PUBLISHED BOOK; AUTHOR; 5/2018; 0HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS. WROTE A SELF-PUBLISHED BOOK, AND IT IS ON AMAZON. 3) ESTATE PLANNING DOCUMENT SERVICES; NOT INVESTMENT RELATED; 202 S MAIN ST. STE 202 BROKEN ARROW, OK 74012; ESTATE PLANNING; FACILITATOR; 1/2018; APPROX. 5HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, AND PROVIDE ACCESS TO PLATFORM, LAW DEPOT, FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS. 4) THE COLLECTIVE ON MAIN; NOT INVESTMENT RELATED; 202 S MAIN ST. STE 203 BROKEN ARROW, OK 74012; RENTAL OF CO-WORKING SPACE; OWNER; 2/1/2026; APPROX. 8HRS/MO; APPROX. 8HRS/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2016-03-24 |
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