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Christopher Thomas Sheridan

Impact Partnership Wealth, LLC

Conyers, GA

Marietta, GA

Greensboro, GA

CRD 7021485

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Employer firm

Impact Partnership Wealth, LLC CRD 313928

$2.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-07-17
  • GA RA
    APPROVED
    Since 2023-07-17

Branch Locations

983 O'kElly St Se, Conyers, GA 30012 • United States

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

1020 Parkside Commons Ste 101-E, Greensboro, GA 30642 • 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
Sii - John Hancock Nashville TN 09/2018 01/2020
Sheridan & Associates Conyers GA 01/2018 Present
Turning 65 Solutions Llc Union Point GA 10/2014 03/2021
Walton County Ems Monroe GA 04/2014 07/2017
Royal Alliance Associates, Inc. Alpharetta GA 11/2018 01/2020
The Sheridan Group Union Point GA 10/2015 Present
Sheridan Wealth Management Greensboro GA 07/2023 Present
Impact Partnership Wealth, Llc Marietta GA 07/2023 Present
  • 09/2018 → 01/2020
    Sii - John Hancock
    Nashville, TN
  • 01/2018 → Present
    Sheridan & Associates
    Conyers, GA
  • 10/2014 → 03/2021
    Turning 65 Solutions Llc
    Union Point, GA
  • 04/2014 → 07/2017
    Walton County Ems
    Monroe, GA
  • 11/2018 → 01/2020
    Royal Alliance Associates, Inc.
    Alpharetta, GA
  • 10/2015 → Present
    The Sheridan Group
    Union Point, GA
  • 07/2023 → Present
    Sheridan Wealth Management
    Greensboro, GA
  • 07/2023 → Present
    Marietta, GA
Other Businesses

1) The Sheridan Group; Non Investment Related; 983 O'kelly St SE Conyers, GA 30012; Insurance Agency; Owner; 10/2015; 160hrs/Mo Devoted; 50hrs/Mo Devoted during Security Trading Hours. We help clients with Health Insurance products and Annuities. 2) Sheridan & Associates; Non Investment Related; 983 O'kelly St SE Conyers, GA 30012; Insurance Agency; Administrative; 01/2018; 10hrs/Mo Devoted; 10hrs/Mo Devoted during Security Trading. Insurance agency dealing health insurance, responsibilities limited to administrative duties, assists on occasion, no ownership interest in company. 3) Rental Property 1; Not Investment Related; Rental House; Owner; 8/1/2024; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Oversee rental property/renters.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-15
  • S65 Uniform Investment Adviser Law Examination
    2023-06-15
Other Names
  • Christopher T Sheridan

View on SEC IAPD

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