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James Stephen Williams

Impact Partnership Wealth, LLC

Griffin, GA

Marietta, GA

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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-23
  • GA RA
    APPROVED
    Since 2026-01-23

Branch Locations

Griffin, GA • 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
Williams Farrier Service Griffin GA 06/2009 11/2018
Guardian Life Insurance Co Of America Atlanta GA 11/2018 11/2024
Park Avenue Securities, Llc Atlanta GA 01/2020 11/2024
Park Avenue Securities Griffin GA 06/2024 11/2024
Osaic Wealth, Inc Griffin GA 11/2024 Present
Impact Partnership Wealth, Llc Marietta GA 01/2026 Present
Crossfit South Atlanta Griffin GA 10/2023 Present
Corestone Asset Management Griffin GA 11/2024 Present
  • 06/2009 → 11/2018
    Williams Farrier Service
    Griffin, GA
  • 11/2018 → 11/2024
    Guardian Life Insurance Co Of America
    Atlanta, GA
  • 01/2020 → 11/2024
    Atlanta, GA
  • 06/2024 → 11/2024
    Park Avenue Securities
    Griffin, GA
  • 11/2024 → Present
    Griffin, GA
  • 01/2026 → Present
    Marietta, GA
  • 10/2023 → Present
    Crossfit South Atlanta
    Griffin, GA
  • 11/2024 → Present
    Corestone Asset Management
    Griffin, GA
Previous Registrations
Other Businesses

1. CORESTONE ASSET MANAGEMENT; YES INVESTMENT RELATED; 696 SHACKEL FORD RD GRIFFIN, GA 30224; FINANCIAL PLANNING/ASSET MANAGEMENT;OWNER/FINANCIAL ADVISOR; 11/2024; APPROX. 160HRS/MO; APPROX. 130HRS/MO DURING SECURITIES TRADING HOURS; GIVING FINANCIAL ADVICE AND MANAGE ASSETS. CORSETONE ASSET MANAGEMENT IS A DBA FORMED TO MARKET AND ADMINISTER SECURITIES BUSINESS CONDUCTED THROUGH OSAIC WEALTH, INC. 2. CROSSFIT SOUTH ATLANTA; NOT INVESTMENT RELATED; 549 N EXPRESSWAY GRIFFIN, GA 30223; FITNESS; INSTRUCTOR; 10/2023; 8HRS/MO; 0HRS/MO DURING SECTRADING HOURS; LEAD FITNESS CLASESS. 3. WILLIAMS AUDIO; NOT INVESTMENT RELATED; 696 SHACKELFORD RD GRIFFIN, GA 30224; NARRATING AUDIO BOOKS;NARRATOR; 5/2025; 20HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; NARRATING, EDITING, AND PRODUCING AUDIO FOR AUDIO BOOKS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-27
  • S66 Uniform Combined State Law Examination
    2020-10-27
Other Names
  • Jim Williams

View on SEC IAPD

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