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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
MARIETTA, GA | Hyattsville, MD
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 | Jan 23, 2024 | n/a | yes | Hyattsville, MD|MARIETTA, GA | Current employment |
| SORRENTO PACIFIC FINANCIAL, LLC | Former SEC adviser | Oct 29, 2018 | Jan 22, 2024 | no | SAN DIEGO, CA|SANTA ROSA, CA | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Oct 29, 2018 | Jan 22, 2024 | no | SAN DIEGO, CA | Previous registration |
| EDWARD JONES | National bd RIA | Jul 6, 2016 | Oct 30, 2018 | no | WASHINGTON, DC|Washington, DC | Previous registration |
| HSBC SECURITIES (USA) INC. | Bd affiliated wealth | Dec 15, 2015 | Jun 28, 2016 | no | WASHINGTON, DC | Previous registration |
| EDWARD JONES | National bd RIA | Jan 23, 2015 | Nov 2, 2015 | no | Maryland Heights, MO|KENSINGTON, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SORRENTO PACIFIC FINANCIAL, LLC | IMPACT PARTNERSHIP WEALTH, LLC | Jan 22, 2024 | Jan 23, 2024 | 1 | Firm change | Ibd to RIA |
| CUSO FINANCIAL SERVICES, L.P. | SORRENTO PACIFIC FINANCIAL, LLC | Jan 22, 2024 | Oct 29, 2018 | -1,911 | Channel change | Ibd to RIA |
| EDWARD JONES | CUSO FINANCIAL SERVICES, L.P. | Oct 30, 2018 | Oct 29, 2018 | -1 | Firm change | Ibd to ibd |
| HSBC SECURITIES (USA) INC. | EDWARD JONES | Jun 28, 2016 | Jul 6, 2016 | 8 | Firm change | Other |
| EDWARD JONES | HSBC SECURITIES (USA) INC. | Nov 2, 2015 | Dec 15, 2015 | 43 | Firm change | Other |