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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-21 |
| CA | RA | APPROVED | 2024-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Partnership Wealth, Llc | Marietta | GA | 04/2024 | Present |
| Walker Capital Preservation Group | Murrieta | CA | 01/2020 | 06/2024 |
| Aria Bridal | Temecula | CA | 01/2008 | 12/2016 |
| Abigail Duenas | Murrieta | CA | 07/2016 | Present |
1) Abigail Duenas; Yes Investment Related; 34452 Kensington St. Murrieta, CA 92563; Life Insurance Services; Agent; 7/2016; 160hrs/Mo devoted; 80hrs/Mo devoted during securities trading hours; Needs analysis, implement suitable solutions ongoing servicing. 2) SDCA Life LLC; Non Investment Related; 34452 Kensington St. Murrieta, CA 92563; Car sharing/rental; Owner; 10/2019; 1hrs/Mo devoted; 1hr/Mo devoted during securities trading hours; Capital investment, debt service, secure financing on vehicles.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-15 |
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