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Tracey Elizabeth Richardson

Impact Partnership Wealth, LLC

Marietta, GA

Webster Groves, MO

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Current Employers
Impact Partnership Wealth, Llc

1688 White Circle Nw, Marietta, GA 30066 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-09-12
  • MO RA
    APPROVED
    Since 2025-09-12

Branch Locations

1688 White Circle Nw, Marietta, GA 30066 • United States

253 Reavis Pl, Webster Groves, MO 63119 • 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
Aig Retirement Services St Louis MO 07/2016 04/2022
Hoopla Events Llc St Louis MO 01/2014 04/2019
Scott Underwood St Louis MO 04/2022 06/2022
Northwestern Mutual Investment Services Llc Saint Louis MO 07/2022 12/2022
Bdo Wealth Advisors, Llc St. Louis MO 03/2023 11/2023
Socium Advisors - Egerthe, Llc St. Louis MO 04/2022 12/2022
Choreo, Llc St. Louis MO 11/2023 04/2025
Impact Partnership Wealth, Llc Marietta GA 09/2025 Present
Aul Financial Group Webster Groves MO 09/2025 Present
Valic Financial Advisors, Inc. St. Louis MO 06/2016 04/2022
Parkmoor, Llc Webster Groves MO 02/2019 Present
Madrina Webster Groves MO 07/2023 Present
  • 07/2016 → 04/2022
    Aig Retirement Services
    St Louis, MO
  • 01/2014 → 04/2019
    Hoopla Events Llc
    St Louis, MO
  • 04/2022 → 06/2022
    Scott Underwood
    St Louis, MO
  • 07/2022 → 12/2022
    Saint Louis, MO
  • 03/2023 → 11/2023
    Bdo Wealth Advisors, Llc
    St. Louis, MO
  • 04/2022 → 12/2022
    Socium Advisors - Egerthe, Llc
    St. Louis, MO
  • 11/2023 → 04/2025
    St. Louis, MO
  • 09/2025 → Present
    Marietta, GA
  • 09/2025 → Present
    Aul Financial Group
    Webster Groves, MO
  • 06/2016 → 04/2022
    St. Louis, MO
  • 02/2019 → Present
    Parkmoor, Llc
    Webster Groves, MO
  • 07/2023 → Present
    Madrina
    Webster Groves, MO
Previous Registrations
Other Businesses

1) Aul Financial Group; Yes Investment Related; 253 Reavis Place, Webster Groves, MO 63119; Annuity and Life Insurance; Financial Advisor; 9/2025; 200hrs/Mo; 130hrs/Mo during Securities Trading Hours; Provide strategic guidance on investments, insurance, and overall financial planning to help clients achieve long-term financial objectives. 2) Parkmoor LLC; Not Investment Related; 220 W Lockwood, Webster Groves, MO 63119; Restaurant; Investor/Owner; 2/2019; 0hrs/Mo; 0hs/Mo during Securities Trading Hours; I do not have any duties with this business, as my ownership of the company is an investor only. 3) Madrina, LLC; Not investment related; 101 W Lockwood, Webster Groves, MO 63119; Restaurant; Investor/Owner; 7/2023; 0hrs/Mo; 0hrs/Mo during Securities trading hours. 4) American Retirement Institute; Not Investment Related; Webster Groves, MO; Conducting seminar for ARI; Instructor; 10/21/2025; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours. Instructor in education only financial seminar presented to registered guest; topic is Retirement Today.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-07
S63 Uniform Securities Agent State Law Examination 2001-05-23
  • S66 Uniform Combined State Law Examination
    2018-02-07
  • S63 Uniform Securities Agent State Law Examination
    2001-05-23
Other Names
  • Tracey Elizabeth Reid
  • Tracey Elizabeth Bayers
  • Tracey E Bayers
  • Tracey E Bayers
  • Tracey E Reid
  • Tracey E Richardson

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