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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-16 |
Branch Locations
20206 Route 19 Ste 300, Cranberry Twp, PA 16066 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Partnership Wealth, Llc | Marietta | GA | 03/2023 | Present |
| Law Offices Of Kelton M. Burgess, Llc | Pittsburgh | PA | 01/2013 | Present |
| Kmb Financial Dba Cranberry Wealth | Cranberry Twp | PA | 04/2020 | Present |
1) KMB Financial DBA Cranberry Wealth; Yes Investment Related; 20206 Route 19 Suite 300 Cranberry TWP, PA 16066; Financial Services & Investment Advice, Fixed Index & Life Insurance Sales; Owner/Insurance Producer; April 2020; 150 Hours/Mo Devoted; 20 Hours/Mo Devoted During Securities Trading Hours; Daily Management, Operations, and Services. 2) Law Offices of Kelton M. Burgess, LLC; Not Investment Related; 1300 5th Ave, Suite 201 Pittsburgh, PA 15219; Legal Services; Attorney at Law and Owner/Principal; January 2013; 120 Hours/Mo Devoted; 40 Hours/Mo Devoted; Legal Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
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