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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
Lincoln, NE | OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH, LLC | Independent wealth | Aug 27, 2021 | n/a | yes | Lincoln, NE|OMAHA, NE | Current employment |
| COPPELL ADVISORY SOLUTIONS LLC | Independent wealth | Feb 27, 2020 | Aug 26, 2021 | no | OMAHA, NE | Previous registration |
| ZEGA FINANCIAL, LLC | Former SEC adviser | Jan 18, 2019 | Jan 3, 2020 | no | LINCOLN, NE|PALM BEACH GARDENS, FL | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | May 25, 2017 | Jan 18, 2019 | no | Lincoln, NE|Omaha, NE | Previous registration |
| ROYAL FUND MANAGEMENT, LLC | Independent wealth | Sep 24, 2015 | May 17, 2017 | no | LINCOLN, NE|LADY LAKE, FL|Lincoln, NE|Omaha, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | IMPACT PARTNERSHIP WEALTH, LLC | Aug 26, 2021 | Aug 27, 2021 | 1 | Firm change | RIA to new firm |
| ZEGA FINANCIAL, LLC | COPPELL ADVISORY SOLUTIONS LLC | Jan 3, 2020 | Feb 27, 2020 | 55 | Firm change | RIA to RIA |
| BROOKSTONE WEALTH ADVISORS, LLC | ZEGA FINANCIAL, LLC | Jan 18, 2019 | Jan 18, 2019 | 0 | Firm change | RIA to RIA |
| ROYAL FUND MANAGEMENT, LLC | BROOKSTONE WEALTH ADVISORS, LLC | May 17, 2017 | May 25, 2017 | 8 | Firm change | Other |