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RIA / WealthAdvisor12 years in industry

Suzanne Kay Porske

Advisor at IMPACT PARTNERSHIP WEALTH, LLC

Broken Arrow, OK | MARIETTA, GA

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Search this name across graphsid dfx:ria:dbeaedab-37f4-21ed-d310-22f275d4894a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 15, 2016 to Sep 15, 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: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 24, 2016
First registration: Jun 15, 2016
Dual registered: no
Other names: Suzanne Kay Hibbing|Suzanne Kay Coomler|Suzanne Kay Brindley|Suzanne Brindley Porske
IAPD individual key: 6663682

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 11, 2026	n/a	yes	Broken Arrow, OK\|MARIETTA, GA	Current employment
AEGIS WEALTH MANAGEMENT, INC.	Independent wealth	Apr 29, 2020	Aug 16, 2024	no	GUTHRIE CENTER, IA\|Beggs, OK\|Tulsa, OK\|Broken Arrow, OK	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jun 18, 2018	Mar 2, 2020	no	Tulsa, OK	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Jun 15, 2016	Dec 31, 2016	no	Beggs, OK\|ARDEN HILLS, MN	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
AEGIS WEALTH MANAGEMENT, INC.	IMPACT PARTNERSHIP WEALTH, LLC	Aug 16, 2024	Mar 11, 2026	572	Firm change after gap	RIA to RIA
ALLSTATE FINANCIAL ADVISORS, LLC	AEGIS WEALTH MANAGEMENT, INC.	Mar 2, 2020	Apr 29, 2020	58	Firm change	Ibd to RIA
GRADIENT ADVISORS, LLC	ALLSTATE FINANCIAL ADVISORS, LLC	Dec 31, 2016	Jun 18, 2018	534	Firm change after gap	Other

Relationships

Registered with (4)

→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: current employment
Mar 11, 2026 to presentfactForm ADV
→ AEGIS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 29, 2020 to Aug 16, 2024factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 18, 2018 to Mar 2, 2020factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 15, 2016 to Dec 31, 2016factForm ADV

Dated events

Occurred
Aug 16, 2024
Advisor changed firm
Suzanne Kay Porske left Aegis Wealth Management, Inc. for Impact Partnership Wealth, Llc (registered 2026-03-11)
Form ADVobserved 5 days ago