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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-04-04 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
514 S Stratford Rd Ste 320, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Assurance Group | Thomasville | NC | 06/2016 | 07/2018 |
| Fortified Futures, Inc Dba Fortified Futures Wealth & Ret Adv | Winston-Salem | NC | 05/2018 | Present |
| Claraphi Advisory Network, Llc | Aliso Viejo | CA | 09/2019 | 09/2020 |
| Claraphi Advisory Network, Llc | Aliso Viejo | CA | 09/2020 | 10/2020 |
| Advisory Alpha, Llc | Holland | MI | 11/2020 | 05/2021 |
| Fortified Film Productions, Llc | Winston Salem | NC | 05/2020 | 07/2023 |
| Changepath, Llc | Leawood | KS | 05/2021 | 04/2022 |
| Impact Partnership Wealth, Llc | Marietta | GA | 04/2022 | Present |
| Fortified Financial Wealth, Llc Dba Fortress Health | Winston Salem | NC | 03/2022 | Present |
1) Fortified Futures, Inc; Investment Related; 514 S. Stratford Rd, Suite 320, Winston Salem, NC 27103; Insurance, Education, and Consulting; Owner/President; 05/2018; Approx. 160 hours/month; Approx. 120 hours/month during trading hours; Insurance sales, education, and consulting. 2) Fortified Financial Wealth, LLC dba Fortress Health; Investment Related; 514 S. Stratford Rd, Suite 320, Winston Salem, NC 27103; Insurance Sales; Insurance Agent, President, & CEO; 03/2022; Approx. 40hrs/Mo; Approx. 20hrs/Mo during securities trading hours; Insurance sales. 3) Estate Planning Documents Services; Not Investment Related; 514 S. Stratford Rd, Suite 320, Winston Salem, NC 27103; Estate Planning; Facilitator; 01/2026; Approx. 4hrs/Mo; Approx. 4hrs/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents. 4) Association of Financial Educators; Not Investment Related; 19901 Southwest Freeway, Sugar Land, TX 77479; Host and facilitate educational workshops around multiple financial literacy topics; Financial Educator; 8/1/2026; Approx. 10hrs/Mo; Approx. 5hrs/Mo during Securities Trading Hours; Generally held in libraries or opportunities within local businesses to host financial workshops to educate on topics such as Taxes, Medicare, Social Security.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-04 |
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