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William Dennis Bancroft

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 2023-07-14
VA RA APPROVED 2022-03-29
TX RA APPROVED_RES 2022-03-28
  • MD RA
    APPROVED
    Since 2023-07-14
  • VA RA
    APPROVED
    Since 2022-03-29
  • TX RA
    APPROVED_RES
    Since 2022-03-28

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
Pagnatokarp Reston VA 08/2016 04/2018
Impact Capital, Llc Rockville MD 07/2018 Present
  • 08/2016 → 04/2018
    Pagnatokarp
    Reston, VA
  • 07/2018 → Present
    Impact Capital, Llc
    Rockville, MD
Previous Registrations
  • 2016-09-02 → 2018-05-01
    Pagnatokarp Partners, Llc
    Reston, VA
  • 2007-05-02 → 2016-08-29
    Convergent Wealth Advisors, Llc
    Potomac, MD
  • 2002-01-01 → 2007-05-02
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-16
  • S65 Uniform Investment Adviser Law Examination
    2001-10-16

View on SEC IAPD

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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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