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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-10-23
TX RA APPROVED_RES 2024-10-16
  • LA RA
    APPROVED
    Since 2024-10-23
  • TX RA
    APPROVED_RES
    Since 2024-10-16

Branch Locations

2315 Florida St Bldg 200, Ste 288, Mandeville, LA 70448 • United States

3421 N Causeway Blvd Ste 400, Metairie, LA 70002 • 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
Mml Investors Services, Llc Metairie LA 03/2017 07/2018
Securities America, Inc. Covington LA 07/2018 04/2022
Securites America Advisors New Orleans LA 07/2018 07/2018
Beam Wealth Advisors, Llc Covington LA 07/2018 10/2024
Purshe Kaplan Sterling Investments Albany NY 04/2022 10/2024
Procom, Llc Covington LA 04/2014 08/2024
Impact Partnership Wealth, Llc Marietta GA 10/2024 Present
Cypress Financial Group Metairie LA 01/2007 Present
  • 03/2017 → 07/2018
    Metairie, LA
  • 07/2018 → 04/2022
    Securities America, Inc.
    Covington, LA
  • 07/2018 → 07/2018
    Securites America Advisors
    New Orleans, LA
  • 07/2018 → 10/2024
    Beam Wealth Advisors, Llc
    Covington, LA
  • 04/2022 → 10/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 04/2014 → 08/2024
    Procom, Llc
    Covington, LA
  • 10/2024 → Present
    Marietta, GA
  • 01/2007 → Present
    Cypress Financial Group
    Metairie, LA
Previous Registrations
  • 2018-07-19 → 2024-10-08
    New Orleans, LA
    Covington, LA
    Metairie, LA
  • 2017-03-25 → 2018-08-01
    Metairie, LA
    New Orleans, LA
  • 2018-07-18 → 2018-07-19
    Securities America Advisors, Inc.
    New Orleans, LA
  • 2007-11-20 → 2017-03-25
    Msi Financial Services, Inc.
    Metairie, LA
    Mandeville, LA
Other Businesses

1) Cypress Financial Group; Yes Investment Related; 3421 N Causeway Blvd, Ste 400, Metairie, LA 70002; Sales of non regulated insurance products; Managing Member; 1/2007; 20hrs/Mo; 0hrs/Mo during Securities Trading Hours; Sale of Life, Health Insurance Products and Fixed Indexed Annuities. 2) Rental Property; Not Investment Related; 536 Delta Queen Ct Covington, LA 70433; Rental Property; Owner; 07/2016; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Property Ownership and Management. 3) Association of Financial Educators; Not Investment Related; 108 Wild Basin Rd S., Ste 250 Austin, TX 78746; Non profit to help spread financial education; Educator; 8/21/2026; 3hrs/Mo; 0hrs/Mo during Securities Trading Hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-21
S63 Uniform Securities Agent State Law Examination 2010-09-27
  • S65 Uniform Investment Adviser Law Examination
    2016-07-21
  • S63 Uniform Securities Agent State Law Examination
    2010-09-27
Other Names
  • John Jude Scallian

View on SEC IAPD

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