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Current Employers
Athens Impact Socially Responsible Investments

264 East State Street, Athens, OH 45701 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-07-23
OH RA APPROVED 2020-10-05
  • IA RA
    APPROVED
    Since 2026-07-23
  • OH RA
    APPROVED
    Since 2020-10-05

Branch Locations

264 East State Street, Athens, OH 45701 • 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
Lincoln Financial Securities Corporation Marietta GA 04/2016 01/2017
Cambridge Investment Research, Inc. (Dba Athens Impact Llc) Fairfield IA 01/2017 09/2020
Athens Impact Llc Athens OH 07/2020 Present
  • 04/2016 → 01/2017
    Lincoln Financial Securities Corporation
    Marietta, GA
  • 01/2017 → 09/2020
    Cambridge Investment Research, Inc. (Dba Athens Impact Llc)
    Fairfield, IA
  • 07/2020 → Present
    Athens Impact Llc
    Athens, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-23
S63 Uniform Securities Agent State Law Examination 2006-04-27
  • S66 Uniform Combined State Law Examination
    2015-12-23
  • S63 Uniform Securities Agent State Law Examination
    2006-04-27
Other Names
  • Dawn Michelle Banta
  • Michelle Wilson

View on SEC IAPD

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