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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2022-11-14
  • HI RA
    APPROVED
    Since 2022-11-14

Branch Locations

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

Kaneohe, HI • 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 11/2022 Present
Diamond Head Financial Services Kaneohe HI 05/2007 Present
Previous Registrations
  • 2011-06-08 → 2012-10-02
    Foresters Equity Services, Inc.
    Kaneohe, HI
    San Diego, CA
Other Businesses

(1) DIAMOND HEAD FINANCIAL SERVICES; INVESTMENT-RELATED; HAWAII; SOLE PROPRIETOR; START DATE 2022; INSURANCE SALES. (2) DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP CORP.; INVESTMENT-RELATED; HAWAII; OWNER; START DATE 2022; D/B/A FOR INVESTMENT ADVISORY SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-01
S63 Uniform Securities Agent State Law Examination 1993-05-01
  • S65 Uniform Investment Adviser Law Examination
    2022-10-01
  • S63 Uniform Securities Agent State Law Examination
    1993-05-01

View on SEC IAPD

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