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RIA / WealthAdvisor27 years in industry

JAMES BRADFORD STARK

Advisor at IMPACT PARTNERSHIP WEALTH, LLC

Milford, DE | MARIETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:95bc8fd0-681f-a25a-1079-423451dbdb67

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IMPACT PARTNERSHIP WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 23, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 23, 1999
First registration: Apr 19, 2004
Dual registered: no
IAPD individual key: 1068449

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IMPACT PARTNERSHIP WEALTH, LLC	Independent wealth	Mar 10, 2025	n/a	yes	Milford, DE\|MARIETTA, GA	Current employment
ONEASCENT FINANCIAL SERVICES LLC	Independent wealth	Dec 27, 2018	Jan 29, 2025	no	Augusta, NJ\|BIRMINGHAM, AL\|Milford, DE	Previous registration
INSIGHT PRIVATE ADVISORS, LLC	Former SEC adviser	Jul 10, 2015	Dec 10, 2018	no	NEWTON, NJ\|BRIDGEWATER, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 27, 2007	May 2, 2016	no	NEWON, NJ\|FORT MILL, SC\|NEWTON, NJ	Previous registration
OSAIC FA, INC.	Former SEC adviser	Apr 19, 2004	Aug 4, 2007	no	NEWTON, NJ\|NEWTON, NJ\|NEWTON, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ONEASCENT FINANCIAL SERVICES LLC	IMPACT PARTNERSHIP WEALTH, LLC	Jan 29, 2025	Mar 10, 2025	40	Firm change	RIA to RIA
INSIGHT PRIVATE ADVISORS, LLC	ONEASCENT FINANCIAL SERVICES LLC	Dec 10, 2018	Dec 27, 2018	17	Firm change	RIA to RIA
LPL FINANCIAL LLC	INSIGHT PRIVATE ADVISORS, LLC	May 2, 2016	Jul 10, 2015	-297	Firm change after gap	Other
OSAIC FA, INC.	LPL FINANCIAL LLC	Aug 4, 2007	Jul 27, 2007	-8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169017:284549:NJ:2018-12-10	Dec 10, 2018	Dec 27, 2018	BRIDGEWATER, NJ	Firm change

Relationships

Registered with (5)

→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: current employment
Mar 10, 2025 to presentfactForm ADV
→ ONEASCENT FINANCIAL SERVICES LLCRegistered adviserregistration: previous registration
Dec 27, 2018 to Jan 29, 2025factForm ADV
→ INSIGHT PRIVATE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 10, 2015 to Dec 10, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 27, 2007 to May 2, 2016factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Apr 19, 2004 to Aug 4, 2007factForm ADV

Dated events

Occurred
Jan 29, 2025
Advisor changed firm
James Bradford Stark left Oneascent Financial Services Llc for Impact Partnership Wealth, Llc (registered 2025-03-10)
Form ADVobserved 4 days ago