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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 07/2014 | 10/2017 |
| Cpr Investment Inc | Davie | FL | 10/2017 | 03/2026 |
| Professional Mortgage Alliance | Clearwater | FL | 01/2016 | 10/2022 |
| 123College | Davie | FL | 01/2012 | 12/2020 |
| My Financial Practice | Salem | OR | 01/2021 | 01/2026 |
| Champion Mortgage | Seminole | FL | 10/2022 | 01/2025 |
| Impact Partnership Wealth, Llc | Marietta | GA | 03/2026 | Present |
| J.A.D. Inc. Dba Valenzuela Financial Management Group | Davie | FL | 01/2000 | Present |
1) The Impact Partnership; Investment Related; 13837 SW 43rd Street Davie, FL 33330; Indexed Annuity Services; Agent/Advisor; 11/2023; Approx. 120hrs/Mo; Approx. 100hrs/Mo during Securities Trading Hours; Provide Sales of Indexed Annuities; 2) Estate Planning Document Services; Not Investment Related; 13837 SW 43rd Street Davie, FL 33330; Living Trust Services via Estate Guru; Representative/Agent; 1/1/2021; Approx. 2hrs/Mo; Approx. 2hrs/Mo during Securities Trading Hours; Provide application for client to set up Living Trusts. 3) Cary A. Levinson & Assoc. Inc.; Not Investment Related; 13837 SW 43rd Street Davie, FL 33330; IMO; Agent; 1/1/2015; Approx. 2hrs/Mo; Approx. 2hrs/Mo during Securities Trading Hours; Sell Term Life Policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-09 |
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