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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
Fort Wayne, IN | Scottsdale, AZ | 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 22, 2022 | n/a | yes | MARIETTA, GA|Scottsdale, AZ|Fort Wayne, IN | Current employment |
| PROSTATIS FINANCIAL ADVISORS GROUP | Independent wealth | Jan 2, 2025 | Jan 3, 2025 | no | Fort Wayne, IN | Previous registration |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Sep 23, 2020 | Jul 15, 2022 | no | PHOENIX, AZ|FORT WAYNE, IN | Previous registration |
| AEGIS WEALTH MANAGEMENT, INC. | Independent wealth | Feb 5, 2020 | Aug 30, 2020 | no | GUTHRIE CENTER, IA|Fort Wayne, IN | Previous registration |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Jan 9, 2017 | Nov 13, 2017 | no | Fort Wayne, IN|PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PROSTATIS FINANCIAL ADVISORS GROUP | n/a | Jan 3, 2025 | n/a | n/a | Departure no registered destination | Departure |
| FOUNDATIONS INVESTMENT ADVISORS LLC | IMPACT PARTNERSHIP WEALTH, LLC | Jul 15, 2022 | Jul 22, 2022 | 7 | Firm change | RIA to RIA |
| AEGIS WEALTH MANAGEMENT, INC. | FOUNDATIONS INVESTMENT ADVISORS LLC | Aug 30, 2020 | Sep 23, 2020 | 24 | Firm change | RIA to RIA |
| FOUNDATIONS INVESTMENT ADVISORS LLC | AEGIS WEALTH MANAGEMENT, INC. | Nov 13, 2017 | Feb 5, 2020 | 814 | Firm change after gap | Other |