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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Revere Securities, Llc | Westerville | OH | 08/2016 | 01/2017 |
| Trac Asset Management Llc | Darien | IL | 02/2017 | 12/2018 |
| Smartlife Financial Group Llc | The Villages | FL | 11/2018 | 12/2022 |
| Impact Partnership Wealth, Llc | Marietta | GA | 12/2022 | Present |
PHOENIX WEALTH MANAGEMENT; INVESTMENT-RELATED; ATLANTA, GA; INSURANCE AGENT; START DATE 2022; APPROX. 80 HRS/MO WITH 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-11 |
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