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RH

Rick Hoskins

IMPACT PARTNERSHIP WEALTH
Hyattsville, MD 20785
Some features on this profile are disabled
CRD#: 6203272
RH

Professional summary

Rick Hoskins Jr, who also goes by Rick Hoskins, Ricky Hoskins Jr, Ricky Hoskins Jr., Ricky Hoskins, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Hyattsville, Maryland.

Rick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Rick has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rick Hoskins | Ricky Hoskins Jr | Ricky Hoskins Jr. | Ricky Hoskins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rick Hoskins Jr's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 23, 2024 - Present

IMPACT PARTNERSHIP WEALTH, LLC

Office #1: 8201 Corporate Dr Ste 1135, Hyattsville, MD 20785
RIA
CRD#: 313928
Hyattsville, MD
Past

October 29, 2018 - January 22, 2024

SORRENTO PACIFIC FINANCIAL, LLC

RIA
CRD#: 127787
SAN DIEGO, CA
Past

October 29, 2018 - January 22, 2024

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
SAN DIEGO, CA
Past

October 29, 2018 - January 22, 2024

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
SAN DIEGO, CA
Past

October 29, 2018 - January 22, 2024

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
SAN DIEGO, CA
Past

July 6, 2016 - October 30, 2018

EDWARD JONES

RIA
CRD#: 250
Washington, DC
Past

June 20, 2016 - October 30, 2018

EDWARD JONES

BD
CRD#: 250
Washington, DC
Past

December 15, 2015 - June 28, 2016

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
WASHINGTON, DC
Past

December 15, 2015 - June 28, 2016

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
WASHINGTON, DC
Past

January 23, 2015 - November 2, 2015

EDWARD JONES

RIA
CRD#: 250
KENSINGTON, MD
Past

January 23, 2015 - November 2, 2015

EDWARD JONES

BD
CRD#: 250
KENSINGTON, MD
Past

September 9, 2014 - November 12, 2014

EDWARD JONES

BD
CRD#: 250
ST LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS

CRD#: 313928 / SEC#: 801-121239

RIA
Registered Investment Advisory firm - (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maryland
(1/23/2024)
IAR
Texas
(1/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/8/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/9/2014
General Securities Representative Examination

Current Firm

IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS

CRD#: 313928 / SEC#: 801-121239

RIA
Registered Investment Advisory firm - (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)
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Contact information

Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (10/1/2025)
IMPACT PARTNERSHIP WEALTH, LLC ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts10,237
AUM (Assets Under Management)$ 1,682,147,707

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928Hyattsville, MD 20785

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