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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
AUBURN, NE | MARIETTA, GA | OMAHA, NE
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 | Apr 6, 2022 | n/a | yes | MARIETTA, GA|AUBURN, NE|OMAHA, NE | Current employment |
| VIRTUE WEALTH COUNSEL, LLC | State registered | Jan 3, 2019 | Mar 31, 2022 | no | Auburn, NE|Auburn, NE | Previous registration |
| SEQUENT PLANNING, LLC | Independent wealth | Jan 9, 2018 | Dec 31, 2018 | no | Auburn, NE|OMAHA, NE | Previous registration |
| CREATIVEONE WEALTH, LLC | Independent wealth | Jan 27, 2017 | Jan 9, 2018 | no | Auburn, NE|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIRTUE WEALTH COUNSEL, LLC | IMPACT PARTNERSHIP WEALTH, LLC | Mar 31, 2022 | Apr 6, 2022 | 6 | Firm change | Other |
| SEQUENT PLANNING, LLC | VIRTUE WEALTH COUNSEL, LLC | Dec 31, 2018 | Jan 3, 2019 | 3 | Firm change | RIA to state RIA |
| CREATIVEONE WEALTH, LLC | SEQUENT PLANNING, LLC | Jan 9, 2018 | Jan 9, 2018 | 0 | Firm change | Other |