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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-12 |
| GA | RA | APPROVED | 2022-03-25 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
111 Town Square Pl, Jersey City, NJ 07310 • United States
Canton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Retirement Llc | Canton | GA | 12/2010 | Present |
| The Impact Partnership, Llc | Marietta | GA | 01/2014 | Present |
| Impact Partnership Wealth | Marietta | GA | 03/2022 | Present |
1) ATLAS RETIREMENT, LLC - INSURANCE AGENT/PRESIDENT - INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2013, DEVOTES NOT MORE THAN 50% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS 2) WARD FAMILY HOLDINGS; NON INVESTMENT RELATED; 698 WELLS RD MARBLE, NC 28905; LEASE OF HAYING RIGHTS; LAND OWNER; 1/1/2024; 0HRS/MO DEVOTED; 0HRS/MO DEVOTED DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-27 |
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