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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-11-20 |
Branch Locations
21558 County Road 13, Fairhope, AL 36532 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-17 |
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