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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-08 |
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