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Dawn Marie Page

Impact Capital, LLC

Rockville, MD

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Current Employers
Impact Capital, Llc

One Research Court Suite 400, Rockville, MD 20850 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-11-08
TX RA APPROVED 2022-03-25
VA RA APPROVED 2022-03-25
  • MD RA
    APPROVED
    Since 2023-11-08
  • TX RA
    APPROVED
    Since 2022-03-25
  • VA RA
    APPROVED
    Since 2022-03-25

Branch Locations

One Research Court Suite 400, Rockville, MD 20850 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Convergent Wealth Advisors Potomac MD 08/2013 09/2016
Pagnatokarp Partners Reston VA 09/2016 01/2021
Cresset Capital Reston VA 01/2021 10/2021
Impact Capital Rockville MD 10/2021 Present
Impact Capital, Llc Rockville MD 10/2021 Present
  • 08/2013 → 09/2016
    Convergent Wealth Advisors
    Potomac, MD
  • 09/2016 → 01/2021
    Pagnatokarp Partners
    Reston, VA
  • 01/2021 → 10/2021
    Cresset Capital
    Reston, VA
  • 10/2021 → Present
    Impact Capital
    Rockville, MD
  • 10/2021 → Present
    Impact Capital, Llc
    Rockville, MD
Previous Registrations
  • 2020-06-16 → 2021-11-05
    Cresset Asset Management, Llc
    Chicago, IL
    Reston, VA
  • 2017-07-05 → 2020-06-16
    Pagnatokarp Partners, Llc
    Reston, VA
  • 2014-10-25 → 2016-10-17
    Convergent Wealth Advisors, Llc
    Potomac, MD
  • 2010-03-01 → 2013-08-07
    Cordant Wealth Partners
    Portland, OR
  • 2009-06-01 → 2010-03-05
    Morgan Stanley
    Portland, OR
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Portland, OR
  • 2000-01-20 → 2007-04-02
    Morgan Stanley Dw Inc.
    Ft.LAuderdal, FL
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-25
S63 Uniform Securities Agent State Law Examination 2002-08-10
  • S65 Uniform Investment Adviser Law Examination
    2014-10-25
  • S63 Uniform Securities Agent State Law Examination
    2002-08-10
Other Names
  • Dawn Marie Dunn
  • Dawn M Page

View on SEC IAPD

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UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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