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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-09 |
Branch Locations
9200 Main Street Ste 2A, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High Road Ice Cream | Marietta | GA | 04/2014 | 01/2017 |
| Uber | Atlanta | GA | 02/2017 | 09/2017 |
| Voya Financial Advisors | Woodstock | GA | 06/2017 | 06/2020 |
| Impact Partnership Wealth, Llc | Marietta | GA | 06/2024 | Present |
| Vincent Financial Group | Woodstock | GA | 03/2017 | Present |
1) Leveraged Wealth Management; Yes Investment Related; 9200 Main St, Ste 2A Woodstock, GA 30188; Fixed Insurance; Life Insurance Agent; 6/2022; 160hrs/Mo; 130hrs/Mo during Securities Trading Hours. Prospecting activities. 2) Avia Hospitality; Non Investment Related; 88 Christine Dr. Marietta, GA 30066; Vacation Rental Property; Owner/Manager; 5/2023; 5hrs/Mo; 0hrs/Mo during Securities Trading Hours. Manage bookings and upkeep the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-30 |
| S66 | Uniform Combined State Law Examination | 2017-09-13 |
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