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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-18 |
| TX | RA | APPROVED | 2024-04-15 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
9200 Main St Ste 2A, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Woodstock | GA | 02/2016 | 05/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2020 | 04/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2020 | 04/2024 |
| Impact Partnership Wealth, Llc | Marietta | GA | 04/2024 | Present |
| Vincent Financial Group | Woodstock | GA | 11/2016 | Present |
| Advanced Planning Group | Woodstock | GA | 10/2019 | Present |
1) ADVANCED PLANNING GROUP; NOT INVESTMENT RELATED; 9200 SOUTH MAIN STREET, STE 2A, WOODSTOCK, GA; FIXED LIFE INSURANCE SALES; OWNER AND AGENT; 10/15/19; 40HRS/MO; 30HRS/MO DURING SECURITIES TRADING HOURS. SELLING LIFE INSURANCE AND ANNUITIES. 2) INEVITABLE HOLDINGS LLC; NOT INVESTMENT RELATED; 9200 MAIN STREET, STE 2A, WOODSTOCK, GA; REAL ESTATE HOLDINGS; MANAGING PARTNER; 06/28/21; 4HRS/MO; 2HRS/MO DURING SECURITIES TRADING HOURS; OWNER/PARTNER IN REAL ESTATE HOLDING COMPANY THAT OWNS THE OFFICE BUILDING AS WELL AS OTHER PROPERTIES. 3) AMERICAN RETIREMENT INSTITUTE; NOT INVESTMENT RELATED; WOODSTOCK, GA; FINANCIAL EDUCATION; EDUCATOR; 8/1/2025; 8HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; I WILL BE TEACHING/PRESENTING FINANCIAL CONCEPTS TO ADULTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-17 |
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