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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-01 |
Branch Locations
9750 Olympia Dr, Fishers, IN 46038 • 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Swansea | IL | 09/2022 | 04/2023 |
| Crew Carwash | Indianapolis | IN | 06/2017 | 09/2017 |
| Laz Parking | Indianapolis | IN | 11/2017 | 01/2019 |
| Jp's Lawn Care | Fishers | IN | 04/2019 | 10/2022 |
| Purdue University/ Heritage Christian School | West Lafayette/ Indianapolis | IN | 10/2012 | 05/2022 |
| Advantage One Brokers | Indianapolis | IN | 02/2022 | 05/2024 |
| Troyer Retirement | Fishers | IN | 05/2024 | 07/2024 |
| High Point Retirement | Fishers | IN | 07/2024 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 05/2026 | Present |
1) High Point Retirement; Yes Investment Related; 9750 Olympia Dr. Fishers, IN Selling Annuities; Managing Partner; 7/2024; Approx. 60hrs/Mo; Approx. 10hrs/Mo during Securities Trading Hours; Recommending annuities when suitable to the prospect.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-05 |
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