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Current Employers
Impact Partnership Wealth, Llc

1688 White Circle Nw, Marietta, GA 30066 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2022-05-04
  • DE RA
    APPROVED
    Since 2022-05-04

Branch Locations

501 Silverside Road Suite 31, Wilmington, DE 19809 • United States

1688 White Circle Nw, Marietta, GA 30066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Private Client Wealth Llc Philadelphia PA 08/2018 07/2021
Td Bank N.A. Philadelphia PA 08/2018 04/2022
Td Bank King Of Prussia PA 01/2012 08/2018
Impact Partnership Wealth, Llc Marietta GA 05/2022 Present
Patria Wealth Group Wilmington DE 04/2022 Present
Previous Registrations
Other Businesses

1. The Impact Partnership, LLC is an insurance marketing organization ("IMO"). NON-INVESTMENT RELATED. Activity: Commission (income) related to the recommendation or sale of life insurance or fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: Wilmington, DE 19809. Life insurance agent start date for this OBA: April 2022. 40 hours/per month with all 40 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products. 2. Patria Wealth Group; INVESTMENT RELATED: Yes; ADDRESS: Wilmington, DE 19809; NATURE: Wealth Management, Insurance, Annuities; POSITION & TITLE: Financial Advisor; START DATE: 04/2022; HOURS: 40 hours/per month with all 40 hours being during trading hours; DUTIES: Wealth Management, Insurance, Annuities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-15
  • S66 Uniform Combined State Law Examination
    2019-02-15

View on SEC IAPD

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