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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-16 |
Branch Locations
1290 Weston Rd Ste 310, Weston, FL 33326 • 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 |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2014 | 01/2018 |
| Global Wealth Retirement Planning Llc | Fort Lauderdale | FL | 07/2015 | 02/2026 |
| Global Wealth Management Investment Advisory, Inc | Fort Lauderdale | FL | 04/2017 | 02/2026 |
| Madison Avenue Securities, Llc | San Diego | CA | 12/2017 | 12/2023 |
| Madison Avenue Securities, Llc | San Diego | CA | 01/2025 | 12/2025 |
| Impact Partnership Wealth, Llc | Marietta | GA | 03/2026 | Present |
| Pa Wealth Partners Llc Dba Path Advisory, Llc | Weston | FL | 03/2026 | Present |
1) Path Advisory; Yes Investment Related; 1290 Weston Road Ste 310 Weston, FL 33326; Holding Company for Wealth Management; Founder and Wealth Advisor; 3/2026; Approx. 200hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours. This is the holding company. We will be conducting all business operations in this company from client events, seminars, client service, operations and all business management. 2) PA Insurance Solutions LLC; Not Investment Related; 1290 Weston Road Ste 310 Weston, FL 33326; Insurance Agency; Found and Agent; 3/2026; Approx. 200hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours; Conduct life insurance, long term care and annuity policies through this entity. Writing and servicing contracts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-26 |
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