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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-02-16 |
Branch Locations
20 North Main St Ste 301, St George, UT 84770 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-01 |
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