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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-23 |
| TX | RA | APPROVED | 2024-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2016 | 10/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2018 | 01/2024 |
| Sorrento Pacific Financial, Llc | San Diego | CA | 10/2018 | 01/2024 |
| Impact Partnership Wealth, Llc | Marietta | GA | 01/2024 | Present |
| New Perspective Financial Solutions | Hyattsville | MD | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-08 |
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