Best Investors Account Sign in
Current Employers
Impact Partnership Wealth, Llc

1688 White Circle Nw, Marietta, GA 30066 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-11
  • FL RA
    APPROVED
    Since 2026-03-11

Branch Locations

1688 White Circle Nw, Marietta, GA 30066 • United States

1290 Weston Rd Ste 310, Weston, FL 33326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2018 → 03/2019
    Madison Avenue Securities, Llc
    San Diego, CA
  • 03/2015 → 12/2017
    Global Wealth Management
    Fort Lauderdale, FL
  • 11/2020 → 02/2021
    Tradestation Securities, Inc
    Plantation, FL
  • 03/2019 → 10/2020
    Richard Koblick Inc.
    Boca Raton, FL
  • 02/2021 → 12/2023
    Madison Avenue Securities, Llc
    San Diego, CA
  • 03/2024 → 02/2026
    Fort Lauderdale, FL
  • 03/2026 → Present
    Marietta, GA
  • 03/2026 → Present
    Pa Wealth Partners Llc Dba Path Advisory, Llc
    Weston, FL
  • 01/2025 → 12/2025
    Madison Avenue Securities, Llc
    Fort Lauderdale, FL
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-28
  • S65 Uniform Investment Adviser Law Examination
    2024-02-28
Other Names
  • Kyle Garrett Kelly
  • Kyle Kelly

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Marietta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor