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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
Grand Rapids, MI | 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 | Jul 16, 2025 | n/a | yes | MARIETTA, GA|Grand Rapids, MI | Current employment |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Jun 21, 2024 | Jul 16, 2025 | no | PHOENIX, AZ|Grand Rapids, MI | Previous registration |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Dec 18, 2023 | Jun 20, 2024 | no | Ada, MI|Grand Rapids, MI | Previous registration |
| SIGNAL ADVISORS WEALTH, LLC | Independent wealth | Mar 16, 2023 | Nov 29, 2023 | no | DETROIT, MI|ADA, MI | Previous registration |
| USA FINANCIAL SECURITIES LLC | Independent wealth | Aug 17, 2012 | Oct 31, 2022 | no | ADA, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | IMPACT PARTNERSHIP WEALTH, LLC | Jul 16, 2025 | Jul 16, 2025 | 0 | Firm change | RIA to RIA |
| AE WEALTH MANAGEMENT, LLC | FOUNDATIONS INVESTMENT ADVISORS LLC | Jun 20, 2024 | Jun 21, 2024 | 1 | Firm change | RIA to RIA |
| SIGNAL ADVISORS WEALTH, LLC | AE WEALTH MANAGEMENT, LLC | Nov 29, 2023 | Dec 18, 2023 | 19 | Firm change | Other |
| USA FINANCIAL SECURITIES LLC | SIGNAL ADVISORS WEALTH, LLC | Oct 31, 2022 | Mar 16, 2023 | 136 | Firm change | RIA to new firm |