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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
Baton Rogue, LA | MARIETTA, GA
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 | Sep 13, 2024 | n/a | yes | Baton Rogue, LA|MARIETTA, GA | Current employment |
| REDWOOD PRIVATE WEALTH | Former SEC adviser | Oct 6, 2022 | Sep 4, 2024 | no | PHOENIX, AZ|BATON ROUGE, LA | Previous registration |
| WEALTH PLANNERS ADVISORY GROUP | n/a | Oct 30, 2006 | Dec 31, 2022 | no | OREGON, WI|BATON ROUGE, LA|SUN PRAIRIE, WI|BATON ROUGE, LA|Georgetown, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REDWOOD PRIVATE WEALTH | IMPACT PARTNERSHIP WEALTH, LLC | Sep 4, 2024 | Sep 13, 2024 | 9 | Firm change | RIA to RIA |
| WEALTH PLANNERS ADVISORY GROUP | REDWOOD PRIVATE WEALTH | Dec 31, 2022 | Oct 6, 2022 | -86 | Firm change after gap | Other |