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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-21 |
| GA | RA | APPROVED | 2023-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Partnership Wealth, Llc | Marietta | GA | 05/2023 | Present |
| Impact Partnership | Kennesaw | GA | 07/2017 | 12/2023 |
| Consha Financial | Acworth | GA | 10/2021 | Present |
| Carl Black Chevrolet | Kennesaw | GA | 01/2011 | 07/2017 |
| Blue Monarch Financial | Acworth | GA | 08/2023 | 08/2024 |
| Ae Medicare Solutions | Acworth | GA | 01/2025 | Present |
1) Consha Financial; Yes Investment Related; 33 Thorncliff Ct Acworth, GA 30101; Financial Strategies using annuities and life insurance; Financial Strategist, Owner and CEO; 10/20/2021; 50hrs/Mo Devoted; 25hrs/Mo Devoted During Security Trading Hours. I run the business as a whole, client interactions, follow up, profit and loss statements, ROI tracking and filing of taxes. 2) RITR Art and Clothing Company; Non Investment Related; Acworth, GA; Online Retail Store; Owner and Artist; Start Date: 2018; Approximately 20 hours/mo outside trading hours; designing custom art and fashion products. 3) Retirement Wealth Plan; Non Investment Related; 33 Thorncliff Ct Acworth, GA; Promoting a book; Author; 2/1/2023; 4hrs/Mo; 4hrs/Mo during Trading Hours. Selling this book for profit and giving it away as a marketing tool for prospects, clients and referrals. 4) AE Medicare Solutions; Not Investment Related; 33 Thorncliff Ct Acworth, GA 30101; Provide Medicare Solutions for my prospects and clients through Advisor Excel's partnership; Financial Advisor; 1/13/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Outsource Medicare options and solutions for my prospects and clients to my preferred partner as added value for my prospects and clients that need Medicare. 5) Money Basics - The Things You Should Have Learned at 10; Not Investment Related; 33 Thorncliff Ct Acworth, GA, 30101; Promoting a book I wrote for profit and revenue generation; Financial Advisor; 2/1/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Selling this book for profit and giving it away as a marketing tool for prospects, clients and referrals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-21 |
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