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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-25 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services | Columbus | OH | 12/2000 | 05/2022 |
| Brookstone Wealth Advisors | Wheaton | IL | 06/2022 | 08/2023 |
| Impact Partnership Wealth, Llc | Marietta | GA | 09/2023 | Present |
| Municipal Retirement Solutions, Llc | Lunenburg | MA | 06/2022 | 12/2023 |
| Lighthouse Wealth Management. Llc | Lunenburg | MA | 12/2023 | Present |
1) Lighthouse Wealth Management. LLC; Yes Investment Related; 71 Longwood Drive Lunenburg, MA 01462; Insurance and Investment sales; President; 6/1/2023; 200hrs/Mo Devoted; 130hrs/Mo Devoted during Security Trading Hours. Meet with and consult clients and prospects to create strategies to strengthen retirement.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2007-05-21 |
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