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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-07
  • TX RA
    APPROVED
    Since 2024-03-07

Branch Locations

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

3347 Old Jacksonville Hwy Ste 200, Tyler, TX 75701 • 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 03/2024 Present
Prolific Business Solutions Tyler TX 06/2012 12/2016
Magnolia Financial Strategies Tyler TX 06/2014 Present
Annetta Carter, Insurance Tyler TX 05/2016 02/2022
  • 03/2024 → Present
    Marietta, GA
  • 06/2012 → 12/2016
    Prolific Business Solutions
    Tyler, TX
  • 06/2014 → Present
    Magnolia Financial Strategies
    Tyler, TX
  • 05/2016 → 02/2022
    Annetta Carter, Insurance
    Tyler, TX
Previous Registrations
  • 2009-12-01 → 2012-06-06
    Securian Financial Services, Inc.
    Tyler, TX
Other Businesses

1) Magnolia Financial Strategies; Yes Investment Related; 3347 Old Jacksonville Hwy, Ste 200 Tyler, TX 75701; Medicare and Prescription Drug Plans and Life Insurance Sales and Service; Agent/Owner; 06/2014; 160hrs/Mo Devoted; 130hrs/Mo Devoted during Securities Trading Hours; Marketing, sales and servicing insurance policies to client. 2) Annetta Carter; Not Investment Related; Ball Ground, GA; Non-Profit Ministry; Board Member; 4/2025; 1hr/Mo; 0hrs/Mo during Securities Trading Hours; Board Member advising on ministry decisions. 3) Estate Planning Documents Services; Not Investment Related; 3347 Old Jacksonville Hwy, Tyler TX 75701; Estate Planning; Facilitator; 8/3/2026; Approx. 3hrs/Mo; Approx. 3hrs/Mo during Securities Trading Hours; Introduce, Coordinate, and Provide access to platform for clients to prepare estate planning documents.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-08
S63 Uniform Securities Agent State Law Examination 1992-12-08
  • S65 Uniform Investment Adviser Law Examination
    2024-02-08
  • S63 Uniform Securities Agent State Law Examination
    1992-12-08
Other Names
  • Annetta Lynn Harris

View on SEC IAPD

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