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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-11 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
1290 Weston Rd Ste 310, Weston, FL 33326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Avenue Securities, Llc | San Diego | CA | 01/2018 | 03/2019 |
| Global Wealth Management | Fort Lauderdale | FL | 03/2015 | 12/2017 |
| Tradestation Securities, Inc | Plantation | FL | 11/2020 | 02/2021 |
| Richard Koblick Inc. | Boca Raton | FL | 03/2019 | 10/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 02/2021 | 12/2023 |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | FL | 03/2024 | 02/2026 |
| Impact Partnership Wealth, Llc | Marietta | GA | 03/2026 | Present |
| Pa Wealth Partners Llc Dba Path Advisory, Llc | Weston | FL | 03/2026 | Present |
| Madison Avenue Securities, Llc | Fort Lauderdale | FL | 01/2025 | 12/2025 |
1) Path Advisory, LLC; Yes Investment Related; 1290 Weston Rd Ste 310 Weston, FL 33326; Holding Company for Wealth Management; Wealth Advisor & Founder; 03/2026; Approx. 200hrs/Mo; Approx. 30hrs/Mo during Securities Trading Hours; Wealth management including AUM and insurance sales. Client management, including reviews and advice. Business management. 2) PA Insurance Solutions; Not Investment Related; 1290 Weston Rd Ste 310 Weston, FL 33326; Annuity and Life Insurance; President; 03/2026; Approx. 80hrs/Mo; Approx. 60hrs/Mo during Securities Trading Hours; Selling annuities and/or life insurance to clients as part of a comprehensive plan. Duties will also include maintenance of the annuity book, which includes service-related tasks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
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