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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-29 |
Branch Locations
601 S Kings Dr Suite F - 141, Charlotte, NC 28204 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
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 |
|---|---|---|---|---|
| Impact Partnership Wealth, Llc | Marietta | GA | 05/2026 | Present |
| Walker Capital Prosperity Group | Charlotte | NC | 05/2026 | Present |
| Belmont Capital Advisors | Belmont | NC | 04/2026 | 04/2026 |
| Vanguard Advisers, Inc. | Charlotte | NC | 03/2014 | 12/2025 |
| Coppell Advisory Solutions Llc | Coppell | TX | 04/2026 | 04/2026 |
| Unemployed | Charlotte | NC | 12/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-21 |
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