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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-05 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
2405 N Courtenay Pkwy Ste A4, Merritt Island, FL 32953 • United States
2351 W Eau Gallie Blvd Ste 1, Melbourne, FL 32935 • United States
1627 Us Hwy 1 Ste 221, Sebastian, FL 32958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2016 | 08/2018 |
| River Rocks | Rockledge | FL | 11/2009 | 11/2016 |
| J.P. Morgan Securities Llc | Melbourne | FL | 12/2018 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Melbourne | FL | 12/2018 | 03/2021 |
| River Rock's | Rockledge | FL | 09/2018 | 12/2018 |
| Impact Partnership Wealth, Llc | Marietta | GA | 01/2024 | Present |
| Honor Insurance Group Llc | Melbourne | FL | 03/2021 | Present |
| Usa Wealth Services Llc | Melbourne | FL | 09/2023 | Present |
1) USA Wealth Services LLC; Yes Investment Related; 2351 W Eau Gallie Blvd Ste 1 Melbourne, FL 32935; Insurance Agency; Managing Member; 9/2023; 160hrs/Mo Devoted; 120hrs/Mo Devoted during Securities Trading Hours; Solicit investment clients. 2) Honor Insurance Group; Not Investment Related; 2351 W Eau Gallie Blvd Ste 1 Melbourne, FL 32935; Insurance Sales; Sub Agent; 3/2021; 160hrs/Mo Devoted; 130hrs/Mo Devoted during Securities Trading Hours; Assist customers with forms and servicing. Also give insurance seminars to bring on new clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-29 |
| S66 | Uniform Combined State Law Examination | 2017-04-13 |
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