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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-05-30 |
Branch Locations
103 West 1St Ave, Easley, SC 29640 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robbin Broome Inc | Easley | SC | 06/1982 | Present |
| The Smart Lifestyle | Easley | SC | 08/2013 | Present |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 03/2016 | 07/2023 |
| Impact Partnership Wealth, Llc | Marietta | GA | 05/2023 | Present |
1.) ROBBIN BROOME INC; YES INVESTMENT RELATED; 103 WEST 1ST AVE EASLEY, SC 29640; FINANCIAL SERVICES; PRESIDENT; 06/1982; 80HRS/MO DEVOTED; 8 HRS/MO DEVOTED DURING SECURITY TRADING HOURS. MEET WITH CLIENTS AND OFFER FINANCIAL PRODUCTS THAT BEST FIT THEIR NEEDS. 2.) THE SMART LIFESTYLE; NON INVESTMENT RELATED; 810-C POWDERSVILLE RD, EASLEY, SC 29642; NON-PROFIT TEACHES FISCAL AWARENESS IN CHURCHES, SCHOOLS, LIBRARIES AND COMMUNITY CENTERS; PRESIDENT; 08/2013; 8HRS/MO DEVOTED; 8HRS/MO DEVOTED DURING SECURITY TRADING HOURS; PRIMARY SOURCE OF LEADING AND TEACHING THE WORKSHOP WITH RESPECT TO FISCAL AWARENESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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