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7000 Central Parkway Suite 1100, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-02-02 |
| GA | RA | APPROVED | 2026-01-08 |
Branch Locations
7200 Wisconsin Ave #500, Bethesda, MD 20814 • United States
7000 Central Parkway Suite 1100, Atlanta, GA 30328 • United States
3100 Clarendon Blvd Suite 200, Arlington, VA 22201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Financial Services | Atlanta | GA | 03/2014 | 03/2017 |
| Tailored Wealth Management | Atlanta | GA | 03/2017 | 07/2018 |
| Sherrill And Hutchins Financial Advisory | Atlanta | GA | 08/2018 | 02/2021 |
| Inspiring Wealth | Atlanta | GA | 09/2016 | 08/2018 |
| Capitalwize, Llc | Atlanta | GA | 03/2021 | 03/2023 |
| Impact Partnership Wealth, Llc | Kennesaw | GA | 08/2023 | 10/2023 |
| New Perspective Financial Solutions | Hyattsville | MD | 03/2023 | 10/2023 |
| Jacquelineplans, Llc D/B/A Golden Wealth Strategies | Atlanta | GA | 03/2019 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 11/2023 | 01/2024 |
| Jacquelineplans, Llc D/B/A Golden Wealth Strategies | Atlanta | GA | 01/2024 | Present |
1) Jacqueline Schadeck; Non-Investment Related; Atlanta, GA; Independent Insurance Agent; 08/2018; 120/hrs/Mo Devoted; 60/hrs/Mo Devoted during Security Trading Hours; Independent Life Insurance & Fixed Annuity Sales. 2) Jacqueline Schadeck; Non-Investment Related; Bethesda, MD; Independent Insurance Agent; 03/2023; 120/hrs/Mo Devoted; 60/hrs/Mo Devoted during Security Trading Hours; Independent Life Insurance Sales. 3) Jacqueline Schadeck; Non-Investment Related; Atlanta, GA; Author; Author; 08/2020; 0/hrs/Mo Devoted; 0/hrs/Mo Devoted during Security Trading Hours; Books for Sale.
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