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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-04-04
  • NC RA
    APPROVED
    Since 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

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
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
  • 06/2016 → 07/2018
    The Assurance Group
    Thomasville, NC
  • 05/2018 → Present
    Fortified Futures, Inc Dba Fortified Futures Wealth & Ret Adv
    Winston-Salem, NC
  • 09/2019 → 09/2020
    Aliso Viejo, CA
  • 09/2020 → 10/2020
    Aliso Viejo, CA
  • 11/2020 → 05/2021
    Holland, MI
  • 05/2020 → 07/2023
    Fortified Film Productions, Llc
    Winston Salem, NC
  • 05/2021 → 04/2022
    Changepath, Llc
    Leawood, KS
  • 04/2022 → Present
    Marietta, GA
  • 03/2022 → Present
    Fortified Financial Wealth, Llc Dba Fortress Health
    Winston Salem, NC
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-04
  • S65 Uniform Investment Adviser Law Examination
    2019-09-04

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