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James Allen Crow

Impact Partnership Wealth, LLC

Baton Rogue, LA

Marietta, GA

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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 2024-11-07
LA RA APPROVED 2024-09-13
  • TX RA
    APPROVED
    Since 2024-11-07
  • LA RA
    APPROVED
    Since 2024-09-13

Branch Locations

10124 Jefferson Highway, Baton Rogue, LA 70809 • 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
Wealth Planners Advisory Group Baton Rouge LA 01/2006 Present
Independent Insurance Agent Baton Rouge LA 12/2002 Present
Redwood Private Wealth Llc Phoenix AZ 10/2022 08/2024
Impact Partnership Wealth, Llc Marietta GA 08/2024 Present
  • 01/2006 → Present
    Wealth Planners Advisory Group
    Baton Rouge, LA
  • 12/2002 → Present
    Independent Insurance Agent
    Baton Rouge, LA
  • 10/2022 → 08/2024
    Redwood Private Wealth Llc
    Phoenix, AZ
  • 08/2024 → Present
    Impact Partnership Wealth, Llc
    Marietta, GA
Previous Registrations
  • 2022-10-06 → 2024-09-04
    Redwood Private Wealth
    Phoenix, AZ
    Baton Rouge, LA
  • 2006-10-30 → 2022-12-31
    Wealth Planners Advisory Group
    Oregon, WI
    Baton Rouge, LA
    Sun Prairie, WI
    Baton Rouge, LA
    Georgetown, TX
Other Businesses

1) JAMES CROW, INSURANCE AGENT; YES INVESTMENT RELATED; 10124 JEFFERSON HIGHWAY, BATON ROUGE, LA 70809; HEALTH, LIFE AND FIXED INSURANCE; AGENT; 12/2002; 80HRS/MO; 80HRS/MO DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-23
S63 Uniform Securities Agent State Law Examination 1993-01-11
  • S65 Uniform Investment Adviser Law Examination
    2006-10-23
  • S63 Uniform Securities Agent State Law Examination
    1993-01-11

View on SEC IAPD

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RAINIER WEALTH PLANNING, LLC
PROGENY WEALTH MANAGEMENT LLC

Other Investors

Todd Andrew Hymel
Amanda Kate Blackwell
BRET PATRICK BOUDREAUX
LESLEY PAUL HARLEAUX
ALAN Bryant COMER
KEVIN BERNARD RICHARDSON
Kathryn V Davis
SEAN E DAVIS

Other Offices

EDWARD JONES · BATON ROUGE, LA
NEWEDGE ADVISORS · Baton Rouge, LA
PELICAN INVESTMENT ADVISORS, LLC · BATON ROUGE, LA
PELICAN INVESTMENT ADVISORS, LLC · Baton Rouge, LA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Baton Rouge, LA
LPL FINANCIAL LLC · BATON ROUGE, LA
EDWARD JONES · BATON ROUGE, LA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BATON ROUGE, LA

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