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Lynn Seldon Bridges

Impact Partnership Wealth, LLC

St George, UT

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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-02-16
  • UT RA
    APPROVED
    Since 2022-02-16

Branch Locations

20 North Main St Ste 301, St George, UT 84770 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bridges Wealth Preservation St. George UT 06/2005 Present
Brookstone Capital Management Wheaton IL 01/2018 02/2022
Impact Partnership Wealth, Llc Marietta GA 02/2022 Present
  • 06/2005 → Present
    Bridges Wealth Preservation
    St. George, UT
  • 01/2018 → 02/2022
    Brookstone Capital Management
    Wheaton, IL
  • 02/2022 → Present
    Marietta, GA
Previous Registrations
Other Businesses

1) Bridges Wealth Preservation. NON-INVESTMENT RELATED. 20 North Main St, Suite 301, St. George, UT 84770. Insurance services. Owner. Start Date: June 2005. 40 hours per month - with all 40 hours being during trading hours. Sell of insurance products mainly: life insurance, LTC, and fixed/fixed-indexed annuities. 2) The Impact Partnership, LLC is an insurance marketing organization ("IMO"). NON-INVESTMENT REALTED. Activity: Commission (income) related to the recommendation or sale of life insurance or fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: 20 North Main St, Suite 301, St. George, UT 84770. Life insurance agent start date for this OBA: September 2021. 40 hours per month - with all 40 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-16
S63 Uniform Securities Agent State Law Examination 1986-05-01
  • S65 Uniform Investment Adviser Law Examination
    2016-06-16
  • S63 Uniform Securities Agent State Law Examination
    1986-05-01
Other Names
  • Lynn S Bridges

View on SEC IAPD

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