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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-09-05
  • MD RA
    APPROVED
    Since 2023-09-05

Branch Locations

8201 Corporate Drive, Hyattsville, MD 20785 • United States

1688 White Circle Nw, Marietta, GA 30066 • 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
New Perspective Financial Solutions Hyattsville MD 03/2023 Present
Impact Partnership Wealth, Llc Marietta GA 09/2023 Present
Docketmasters, Llc Laurel MD 06/2002 09/2022
First Financial Security, Imo Johns Creek GA 06/2022 Present
Korean American Grocer's Association Baltimore MD 01/2019 Present
Baltimore Hire Power Baltimore MD 03/2020 Present
  • 03/2023 → Present
    New Perspective Financial Solutions
    Hyattsville, MD
  • 09/2023 → Present
    Marietta, GA
  • 06/2002 → 09/2022
    Docketmasters, Llc
    Laurel, MD
  • 06/2022 → Present
    First Financial Security, Imo
    Johns Creek, GA
  • 01/2019 → Present
    Korean American Grocer's Association
    Baltimore, MD
  • 03/2020 → Present
    Baltimore Hire Power
    Baltimore, MD
Other Businesses

1) First Financial Security, Inc; Investment Related; 11695 Johns Creek Pkwy #400 Johns Creek, GA 30097; National Insurance Brokerage Agency; Agent; June 2022; 0hrs/Mo Devoted; 0hrs/Mo Devoted during Security Trading Hours. IMO for Insurance. 2) Baltimore Hire Power; Non Investment Related; 425 E Federal St. Baltimore, MD 21202; Non-Profit, Job Training and Placement; Board Member; March 2020; 5hrs/Mo Devoted; 0hrs/Mo Devoted during Security Trading Hours. Help with administrative aspects relating to educating, training, and placing students for employment. 3) Korean American Grocers Association of Maryland; Non Investment Related; 1 N Charles Street Baltimore, MD 21201; Non-Profit, Helps Korean Owned Businesses; Board Member; January 2019; 2hrs/Mo Devoted; 0hrs/Mo Devoted during Security Trading Hours. Volunteer for admin duties, event planning and working events.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-08
  • S65 Uniform Investment Adviser Law Examination
    2023-08-08
Other Names
  • Lisa Marie Fenton
  • Lisa Kim
  • Liza Marie Fenton

View on SEC IAPD

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