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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
1619 E Common St Ste 701, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Turning 65 Solutions Tax And Insurance, Llc | New Braunfels | TX | 01/2009 | Present |
| Retirement Wealth Advisors | New Braunfels | TX | 08/2016 | 08/2021 |
| R&R Wealth Management, Llc | New Braunfels | TX | 08/2016 | 03/2019 |
| American Retirement Institute | Kennesaw | GA | 04/2019 | 08/2021 |
| Iwm Advisory, Llc | New Braunfels | TX | 06/2021 | 11/2025 |
| Comal County Constable Pct. 1 | New Braunfels | TX | 06/2010 | 12/2020 |
| Homestead Family Wealth | New Braunfels | TX | 08/2016 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 11/2025 | Present |
1. Turning 65 Solutions Tax and Insurance LLC; Not Investment Related; 1619 E Common St., Ste 701, New Braunfels, TX 78130; Health Insurance, Fixed Life and Annuity Sales; Owner; 01/2009; Approx. 160hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours; Administrative duties, Marketing, Management of personnel, Health insurance, Fixed life and annuity sales. 2. Downtown Rotary Club of New Braunfels; Not Investment Related; 1619 E Common St., Ste 701, New Braunfels, TX 78130; Non-Profit Service; Donations Committee Chair, International Chair; 6/2014; Approx. 4hrs/Mo; Approx. 4hrs/Mo during Securities Trading Hours; Oversee Grant Applications and Awards. 3. Valhallan Esport Training; Not Investment Related; 1705 S Walnut Ave, Ste 103, New Braunfels, TX 78130; Youth Esports Training; Owner/Operator; 10/31/2023; Approx. 80hrs/M0; Approx. 80hrs/Mo during Securities Training Hours; Admin, Management of employees, Marketing, Training. 4. Homestead Benefits Group; Not Investment Related; 1619 E Common St., Suite 702, New Braunfels, TX 78130; Sell group health and life benefits to businesses; Owner; 7/1/2026; 40hrs/Mo; 30hrs/Mo during Securities Trading Hours; I am the owner, directing the operations of the sales and service agents.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-05 |
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