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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-21 |
| NC | RA | APPROVED | 2024-05-08 |
Branch Locations
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 | 05/2024 | Present |
| Walker Capital Preservation Group | Charlotte | NC | 09/2014 | Present |
| Walker Capital Prosperity Group | Charlotte | NC | 04/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-19 |
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