Dawn Michelle Partlow

Current Employers

Employment History

• 06/2013 → 07/2019
  Capital Choice Financial Services
  Greensboro, GA
• 02/2015 → 12/2018
  Dawn Partlow Tax Services
  Merritt Island, FL
• 06/2015 → 06/2017
  Ccf Investments
  Greensboro, GA
• 06/2017 → 07/2019
  Ameritas Investment Corp
  Lincoln, NE
• 04/2017 → Present
  Navigating Financial Freedom
  Merritt Island, FL
• 10/2018 → Present
  Navigating Tax Solutions Llc
  Merritt Island, FL
• 06/2017 → Present
  Dawn Partlow-Doterra
  Merritt Island, FL
• 08/2019 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

COAPSTICK & ASSOCIATES POSITION: associate NATURE: solely being used for a marketing bio on the website INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 495 Footman Lane, Merritt Island FL 32952, United States DESCRIPTION: n/a NAVIGATING FINANCIAL FREEDOM POSITION: owner NATURE: This DBA is used only for sharing information and marketing purposes to be another tool for prospecting. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 100 Parnell Street, Suite G, Merritt Island FL 32953, United States DESCRIPTION: share/post financial, life insurance and tax articles, tips, inspiration, motivation and/or events. SMARTVESTOR PRO POSITION: SMARTVESTOR PRO NATURE: TO MEET WITH PROSPECTIVE LEADS TO DETERMINE IF AND HOW THEY COULD BENEFIT FROM THE PRODUCTS THAT ARE AVAILABLE TO SHARE WITH THEM. INVESTMENT RELATED: Yes NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 7 START DATE: 01/12/2018 ADDRESS: 100 PARNELL ST, STE G, MERRITT ISLAND FL 32953, United States DESCRIPTION: FOLLOW UP ON LEADS THROUGH PHONE CALLS, TEXTING (VIA MYREPCHAT), OR EMAILS. DOTERRA POSITION: Independent Wellness Advocat NATURE: Sharing and educating on natural alternative health solutions with others that may lead to potential sales. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 1720 WESTPORT RD, MERRITT ISLAND FL 32952, United States DESCRIPTION: Sharing/educating others on alternative natural health solutions. NAVIGATING TAX SOLUTIONS LLC POSITION: Owner/Preparer NATURE: consult with, preparation of, maintenance of and submission of client's state and/or federal tax records, returns, payroll, correspondence or other documents INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2018 ADDRESS: 1720 WESTPORT RD, MERRITT ISLAND FL 32952, United States DESCRIPTION: o provide clients with advisory/consultation services, o prepare and/or submit of personal and/or business federal and state returns or documents (i.e. payroll, sales tax, company registration, or servicing their accounts) o maintaining their records o IRS correspondence IDENTITYIQ Is Not Investment Related, identity Theft Protection, Affiliate Partnership, 2022-12-20, 2 hours per month, 1 hours per month during trading hours, Other Compensation, Share/market identity theft protection program plans through IdentityIQ. Paid via referral fee. COAPSTICK FINANCIAL, Is Investment Related, DBA, Financial Professional, Insurance Agent, 08/06/2019,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment and Insurance Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-07
• S63 Uniform Securities Agent State Law Examination
  2021-03-12

Other Names

• Dawn Michelle Holder