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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-10 |
Branch Locations
6120 Havelock Ave, Lincoln, NE 68507 • 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 |
|---|---|---|---|---|
| American Senior Benefits | Lincoln | NE | 05/2019 | 03/2026 |
| Nebraska Wesleyan University | Lincoln | NE | 01/2014 | 05/2019 |
| Gradient Advisors Llc | Arden Hills | MN | 06/2023 | 03/2026 |
| Impact Partnership Wealth, Llc | Marietta | GA | 07/2026 | Present |
| Warner Financial | Lincoln | NE | 03/2026 | Present |
Ballingsure; Not Investment Related; 10440 N 152nd Ct Waverly, NE 68462; Health and Life Insurance and Annuities; Insurance Agent; 10/2019; Approx. 80hrs/Mo; Approx. 20hrs/Mo during Securities Trading Hours; Provide health, life and annuity solutions for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-18 |
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