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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpr Investments Inc. | Rochester | MI | 07/2023 | 03/2026 |
| Bank Of America | Charlotte | NC | 10/2022 | 06/2023 |
| Bank Of America | Charlotte | NC | 08/2021 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith | Charlotte | NC | 08/2021 | 06/2023 |
| Full-Time Student | Davie | FL | 08/2012 | 12/2020 |
| Unemployoed | Davie | FL | 11/2020 | 07/2021 |
| Cpr Financial Group Llc | Rochester | MI | 06/2023 | 03/2026 |
| J.A.D. Inc. Dba Valenzuela Financial Management Group | Davie | FL | 02/2026 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 03/2026 | Present |
1) The Impact Partnership; Investment Related; 13837 SW 43rd Street Davie, FL 33330; Indexed Annuity Services; Agent; 11/2023; Approx. 100hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours; Provide Sales of Indexed Annuities; 2) Cary A Levinson & Assoc. Inc.; Not Investment Related; 13837 SW 43rd Street Davie, FL 33330; Term Life Insurance; Agent; 11/2023; Approx. 2hrs/Mo; Approx. 2hrs/Mo during Securities Trading Hours; Sale of Term Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-29 |
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