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

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-02-21
  • MD RA
    APPROVED
    Since 2023-02-21

Branch Locations

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

8201 Corporate Drive Suite 1135, Hyattsville, MD 20785 • 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
Impact Parthership Wealth, Llc Marietta GA 02/2023 Present
New Perspective Financial Services Hyattsville MD 12/2020 Present
Berkshire Hathaway Home Services Washington DC 10/2015 Present
Appraisal Connections San Francisco CA 04/2021 07/2022
  • 02/2023 → Present
    Impact Parthership Wealth, Llc
    Marietta, GA
  • 12/2020 → Present
    New Perspective Financial Services
    Hyattsville, MD
  • 10/2015 → Present
    Berkshire Hathaway Home Services
    Washington, DC
  • 04/2021 → 07/2022
    Appraisal Connections
    San Francisco, CA
Other Businesses

1) INSURANCE SALES; INVESTMENT-RELATED; MARYLAND; INSURANCE SALES; START DATE: 2020; APPROXIMATELY 50 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 2) BERKSHIRE HATHAWAY HOME SERVICES; WASHINGTON, DC; REAL ESTATE SALES; START DATE: 2015; APPROXIMATELY 40 HRS/MO OUTSIDE TRADING HOURS, 10 HOURS DURING TRADING HOURS; ASSIST BUYERS AND SELLERS WITH PURCHASE/SALES OF REAL ESTATE. 3) SOUTHERN MARYLAND SEAHAWKS; NOT INVESTMENT RELATED; 4311 MASSACHUSETTS AVE NW WASHINGTON, DC 20016; 10% OWNER OF A BASKETBALL TEAM IN THE BASKETBALL LEAGUE; OWNER; 9/11/2024; 10HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; RECRUITING PLAYERS, MARKETING, TICKET SALES. 4) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 8201 CORPORATE DRIVE SUITE 1135 HYATTSVILLE, MD 20785; ESTATE PLANNING; FACILITATOR; 2/1/2025; APPROX. 10HRS/MO; APPROX. 10HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, ANDPROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS. 5) VP MEDICARE SOLUTIONS; NOT INVESTMENT RELATED; 8201 CORPORATE DRIVE SUITE 1135 HYATTSVILLE, MD 20785; MEDICARE SALES; OWNER; 9/26/2025; 40HRS/MO; 24HRS/MO DURING SECURITIES TRADING HOURS; EDUCATE AND SELL MEDICARE HEALTH PLANS TO ELIGILBLE INDIVIDUALS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-09
  • S65 Uniform Investment Adviser Law Examination
    2022-12-09

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