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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 2024-05-09
  • GA RA
    APPROVED
    Since 2024-05-09

Branch Locations

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

3547 Wheeler Rd, Augusta, GA 30909 • 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
Ae Wealth Management, Llc Topeka KS 09/2019 03/2024
Think Different Financial Augusta GA 12/2016 Present
The Smith Law Firm, P.C. Dba Think Different Legal Group Augusta GA 10/2003 Present
Impact Partnership Wealth, Llc Marietta GA 04/2024 Present
Previous Registrations
Other Businesses

1) Think Different Financial; Yes Investment Related; 3547 Wheeler Rd, Augusta GA 30909; Life & Annuity Products; Owner/Advisor/Agent; 12/2016; Approx. 20hrs/Mo; Approx. 10hrs/Mo during Securities Trading Hours; Insurance Sales and Services. 2) The Smith Law Firm, P.C. dba Think Different Legal Group; Not Investment Related; 3549 Wheeler Rd, Augusta, GA 30909; Law Firm; Owner/Attorney; 10/2003; Approx. 160hrs/Mo; Approx. 120hrs/Mo During Securities Trading Hours; Estate planning attorney. 3) PMCS Holdings LLC; Not Investment Related; 3549 Wheeler Rd, Augusta, GA 30909; Real Estate; Owner; 08/17/2018; Approx. 1hr/Mo; Approx. 0hrs/Mo During Securities Trading Hours; Manage the building that holds my financial and law firm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-23
  • S65 Uniform Investment Adviser Law Examination
    2019-02-23

View on SEC IAPD

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