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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-24 |
Branch Locations
1853 William Penn Way Ste 7, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Advisory | Lebanon | PA | 09/1981 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 09/2019 | 09/2019 |
| Brookstone Capital Management Llc | Lancaster | PA | 06/2015 | 12/2018 |
| Gradient Advisors Llc | Arden Hills | MN | 09/2019 | 11/2022 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 11/2022 | 12/2022 |
| Impact Partnership Wealth, Llc | Marietta | GA | 05/2023 | Present |
1) RETIREMENT ADVISORY; YES INVESTMENT RELATED; 1853 WILLIAM PENN WAY, STE 7, LANCASTER, PA 17601; INSURANCE SALES; OWNER; 09/1981; 36 HRS/MO DEVOTED; 12 HRS/MO DEVOTED DURING SECURITY TRADING HOURS. SALE OF FIXED ANNUITIES AND LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-21 |
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