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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
MARIETTA, GA | Lancaster, PA
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 | May 24, 2023 | n/a | yes | MARIETTA, GA|Lancaster, PA | Current employment |
| AEGIS WEALTH MANAGEMENT, INC. | Independent wealth | Nov 30, 2022 | Dec 31, 2022 | no | GUTHRIE CENTER, IA|Lancaster, PA | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Sep 30, 2019 | Dec 2, 2022 | no | ARDEN HILLS, MN|Lancaster, PA | Previous registration |
| VIRTUE CAPITAL MANAGEMENT, LLC | Independent wealth | Jan 23, 2019 | Oct 1, 2019 | no | LACASTER, PA|BRENTWOOD, TN | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jun 8, 2015 | Jan 25, 2019 | no | LANCASTER, PA|LEBANON, PA|WHEATON, IL|hunt valley, MD | Previous registration |
| ROYAL FUND MANAGEMENT, LLC | Independent wealth | Apr 2, 2014 | Jun 1, 2015 | no | LADY LAKE, FL | Previous registration |
| FORESTERS EQUITY SERVICES, INC. | Former SEC adviser | Oct 22, 2012 | Oct 1, 2013 | no | LEBANON, PA|SAN DIEGO, CA | Previous registration |
| FORESTERS EQUITY SERVICES, INC. | Former SEC adviser | Apr 6, 2011 | Oct 3, 2012 | no | LEBANON, PA|SAN DIEGO, CA | Previous registration |
| H. BECK, INC. | Former SEC adviser | Apr 11, 2007 | Apr 4, 2011 | no | ROCKVILLE, MD|LEBANON, PA | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Apr 19, 2006 | Apr 19, 2007 | no | LEBANON, PA|MECHANICSBURG, PA | Previous registration |
| MPM WEALTH ADVISORS | Independent wealth | Mar 29, 2005 | Nov 6, 2007 | no | MAUMEE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AEGIS WEALTH MANAGEMENT, INC. | IMPACT PARTNERSHIP WEALTH, LLC | Dec 31, 2022 | May 24, 2023 | 144 | Firm change | RIA to RIA |
| GRADIENT ADVISORS, LLC | AEGIS WEALTH MANAGEMENT, INC. | Dec 2, 2022 | Nov 30, 2022 | -2 | Firm change | RIA to RIA |
| VIRTUE CAPITAL MANAGEMENT, LLC | GRADIENT ADVISORS, LLC | Oct 1, 2019 | Sep 30, 2019 | -1 | Firm change | RIA to RIA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | VIRTUE CAPITAL MANAGEMENT, LLC | Jan 25, 2019 | Jan 23, 2019 | -2 | Firm change | RIA to RIA |
| ROYAL FUND MANAGEMENT, LLC | BROOKSTONE CAPITAL MANAGEMENT LLC | Jun 1, 2015 | Jun 8, 2015 | 7 | Firm change | Other |
| FORESTERS EQUITY SERVICES, INC. | ROYAL FUND MANAGEMENT, LLC | Oct 1, 2013 | Apr 2, 2014 | 183 | Firm change | Other |
| H. BECK, INC. | FORESTERS EQUITY SERVICES, INC. | Apr 4, 2011 | Apr 6, 2011 | 2 | Firm change | Other |
| MPM WEALTH ADVISORS | CETERA ADVISOR NETWORKS LLC | Nov 6, 2007 | Apr 19, 2006 | -566 | Firm change after gap | Other |
| CETERA ADVISOR NETWORKS LLC | H. BECK, INC. | Apr 19, 2007 | Apr 11, 2007 | -8 | Firm change | Other |