Best Investors
Account
Sign in
Best Investors
Account
Sign in
1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-26 |
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 |
|---|---|---|---|---|
| Federal Retirement Solutions Llc | Natick | MA | 07/2013 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 01/2024 | Present |
| Retirement Wealth Advisors, Inc. | Grand Rapids | MI | 11/2013 | 01/2024 |
1) FEDERAL RETIREMENT SOLUTIONS LLC; YES INVESTMENT RELATED; 111 SPEEN ST FRAMINGHAM, MA 01701; INSURANCE AND RETIREMENT INCOME PLANNING; OWNER, MANAGER, PRESIDENT; 07/2013; 250HRS/MO DEVOTED; 125HRS/MO DEVOTED DURING SECURITY TRADING HOURS. MEETING WITH PROSPECTIVE CLIENTS. ASSISTING THEM WITH THE RETIRMENT PROCESS, CREATING RETIREMENT PLANS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-29 |
Reach out to this advisor