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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-11-20 |
Branch Locations
8345 W Sunset Rd #220, Las Vegas, NV 89113 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Sourcing, Llc | Henderson | NV | 01/2008 | 05/2022 |
| Gradient Advisors, Llc | Arden Hills | MN | 06/2022 | 11/2023 |
| Impact Partnership Wealth, Llc | Marietta | GA | 11/2023 | Present |
| Jdl Enterprises, Llc Dba Rightpath Financial Group | Las Vegas | NV | 01/2022 | Present |
| Rightpath Tax Pros | Las Vegas | NV | 01/2025 | Present |
| Rightpath Wealth Management | Las Vegas | NV | 04/2024 | Present |
1) RightPath Financial Group; Yes Investment related; 8345 W Sunset Rd #220 Las Vegas, NV 89113; Insurance Sales & Tax Services; Owner; 1/2022; Approx. 20hrs/Mo; Approx. 0hrs/Mo during Securities Trading Hours. Sell insurance products and provide tax advice. 2) RightPath Tax Pros; Not Investment Related; 8345 W Sunset Rd #220 Las Vegas, NV 89113; Tax preparation and tax planning services; Enrolled Agent; 1/21/2025; 8hrs/Mo; 8hrs Mo during Securities Trading Hours; Prepare taxes and provide tax plans for individuals. Create estate documents such as trust, will, financial POA and medical directives using wealth.com.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-04 |
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