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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-11-20
  • AL RA
    APPROVED
    Since 2024-11-20

Branch Locations

21558 County Road 13, Fairhope, AL 36532 • 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
Impact Partnership Wealth, Llc Marietta GA 11/2024 Present
Relax & Retire Financial Services Fairhope AL 06/2021 Present
Safe Harbor Financial Services Daphne AL 01/2016 05/2021
Relax And Retire Wealth Management Fairhope AL 11/2024 Present
  • 11/2024 → Present
    Marietta, GA
  • 06/2021 → Present
    Relax & Retire Financial Services
    Fairhope, AL
  • 01/2016 → 05/2021
    Safe Harbor Financial Services
    Daphne, AL
  • 11/2024 → Present
    Relax And Retire Wealth Management
    Fairhope, AL
Other Businesses

1) Relax and Retire Financial Services, LLC; Yes Investment Related; 21558 County Rd 13 Fairhope, AL 36532; Insurance Sales; Insurance Producer; 6/2021; Approx. 160hrs/Mo; Approx. 130hrs/Mo during Securities trading hours; Sales of insurance products, including annuities, life insurance, Medicare supplements and Advantage policies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-17
  • S65 Uniform Investment Adviser Law Examination
    2024-10-17

View on SEC IAPD

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