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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
SANTA ROSA BEACH, FL | MARIETTA, GA | MIRAMAR BEACH, FL
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 | Jun 2, 2023 | n/a | yes | MARIETTA, GA|MIRAMAR BEACH, FL|SANTA ROSA BEACH, FL | Current employment |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | Independent wealth | Sep 23, 2021 | Jun 1, 2023 | no | PLEASANT GROVE, UT|WAUKESHA, WI | Previous registration |
| LEGACY PRIVATE CLIENT GROUP, INC. | Former SEC adviser | Apr 25, 2017 | Oct 20, 2021 | no | NEWPORT BEACH, CA | Previous registration |
| LEGACY PRIVATE CLIENT GROUP, INC. | Former SEC adviser | Nov 23, 2011 | Dec 31, 2016 | no | KAMAS, UT|Fort Worth, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Nov 28, 2011 | no | IRVINE, CA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Dec 15, 2008 | Jun 1, 2009 | no | IRVINE, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jul 17, 2001 | Jan 8, 2009 | no | NEWPORT BEACH, CA|NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | IMPACT PARTNERSHIP WEALTH, LLC | Jun 1, 2023 | Jun 2, 2023 | 1 | Firm change | RIA to RIA |
| LEGACY PRIVATE CLIENT GROUP, INC. | GLOBAL VIEW CAPITAL MANAGEMENT LLC | Oct 20, 2021 | Sep 23, 2021 | -27 | Firm change | Other |
| MORGAN STANLEY | LEGACY PRIVATE CLIENT GROUP, INC. | Nov 28, 2011 | Nov 23, 2011 | -5 | Firm change | Wirehouse to new firm |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | MORGAN STANLEY & CO. LLC | Jan 8, 2009 | Dec 15, 2008 | -24 | Firm change | Other |