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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
MARIETTA, GA | Metairie, LA | Mandeville, LA
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 | Oct 23, 2024 | n/a | yes | Mandeville, LA|Metairie, LA|MARIETTA, GA | Current employment |
| BEAM WEALTH ADVISORS, INC. | Independent wealth | Apr 6, 2021 | Oct 8, 2024 | no | COVINGTON, LA|Metairie, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEAM WEALTH ADVISORS, INC. | IMPACT PARTNERSHIP WEALTH, LLC | Oct 8, 2024 | Oct 23, 2024 | 15 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109867:313928:LA:2024-10-08 | Oct 8, 2024 | Oct 23, 2024 | METAIRIE, LA | Firm change |