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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-21
NC RA APPROVED 2024-05-08
  • TX RA
    APPROVED
    Since 2024-10-21
  • NC RA
    APPROVED
    Since 2024-05-08

Branch Locations

Charlotte, NC • 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
Impact Partnership Wealth, Llc Marietta GA 05/2024 Present
Walker Capital Preservation Group Charlotte NC 09/2014 Present
Walker Capital Prosperity Group Charlotte NC 04/2024 Present
  • 05/2024 → Present
    Marietta, GA
  • 09/2014 → Present
    Walker Capital Preservation Group
    Charlotte, NC
  • 04/2024 → Present
    Walker Capital Prosperity Group
    Charlotte, NC
Other Businesses

1) Walker Capital Preservation Group; Yes Investment Related; 319 S Bruns Ave Charlotte, NC 28208; Fixed and Life Sales, Federal Benefit Education; Founder/President/Agent; 9/2014; 200hrs/Mo devoted; 130hrs/Mo during Securities Trading Hours. Fixed Business Sales and provide educational marketing to attract new prospects. Help prospects design and implement insurance and annuity strategies. 2) Guitar Char-aoke; Non Investment Related; Charlotte, NC; Guitar performance for charity; Guitarist; 2021; 0hrs/Mo devoted; 0hrs/Mo devoted during securities trading hours; Raise money for charity when able to put on public guitar performances.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-19
  • S65 Uniform Investment Adviser Law Examination
    2023-10-19

View on SEC IAPD

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