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RIA / WealthAdvisor31 years in industry

Jorge Enrique Arias

Advisor at IMPACT PARTNERSHIP WEALTH, LLC

Coral Gables, FL | MARIETTA, GA

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Search this name across graphsid dfx:ria:e4ce3009-757d-74c6-0d5f-3bd6dfcf0a42

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Apr 27, 2004 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: Jul 10, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 10, 1995
First registration: Apr 27, 2004
Dual registered: no
Other names: JORGE ARIAS
IAPD individual key: 2630651

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	Jul 15, 2026	n/a	yes	Coral Gables, FL\|MARIETTA, GA	Current employment
ROYAL FUND MANAGEMENT, LLC	Independent wealth	Dec 9, 2024	Feb 10, 2026	no	LADY LAKE, FL\|Coral Gables, FL	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Dec 10, 2021	Sep 19, 2022	no	Fort Lauderdale, FL	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Aug 3, 2018	Dec 17, 2021	no	Coral Gables, FL\|INDIANAPOLIS, IN\|Davie, FL	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jan 8, 2018	Jun 6, 2018	no	CORAL GABLES, FL	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Feb 5, 2007	Dec 31, 2015	no	CORAL GABLES, FL\|SOUTH MIAMI, FL\|CORAL GABLES, FL	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Apr 27, 2004	Dec 16, 2006	no	CORAL CABLES, FL\|CORAL GABLES, FL	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
ROYAL FUND MANAGEMENT, LLC	IMPACT PARTNERSHIP WEALTH, LLC	Feb 10, 2026	Jul 15, 2026	155	Firm change	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	ROYAL FUND MANAGEMENT, LLC	Sep 19, 2022	Dec 9, 2024	812	Firm change after gap	Ibd to RIA
ONEAMERICA SECURITIES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 17, 2021	Dec 10, 2021	-7	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	ONEAMERICA SECURITIES, INC.	Jun 6, 2018	Aug 3, 2018	58	Firm change	Ibd to ibd
TRANSAMERICA FINANCIAL ADVISORS, LLC	MML INVESTORS SERVICES, LLC	Dec 31, 2015	Jan 8, 2018	739	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Dec 16, 2006	Feb 5, 2007	51	Firm change	Other

Relationships

Registered with (7)

→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ ROYAL FUND MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 9, 2024 to Feb 10, 2026factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 10, 2021 to Sep 19, 2022factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Aug 3, 2018 to Dec 17, 2021factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jan 8, 2018 to Jun 6, 2018factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 5, 2007 to Dec 31, 2015factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Apr 27, 2004 to Dec 16, 2006factForm ADV

Dated events

Occurred
Feb 10, 2026
Advisor changed firm
Jorge Enrique Arias left Royal Fund Management, Llc for Impact Partnership Wealth, Llc (registered 2026-07-15)
Form ADVobserved 5 days ago
Occurred
Sep 19, 2022
Advisor changed firm
Jorge Enrique Arias left Cambridge Investment Research Advisors, Inc. for Royal Fund Management, Llc (registered 2024-12-09)
Form ADVobserved 5 days ago