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Current Employers
Impact Partnership Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-19
  • FL RA
    APPROVED
    Since 2022-12-19

Branch Locations

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

The Villages, FL • 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
Revere Securities, Llc Westerville OH 08/2016 01/2017
Trac Asset Management Llc Darien IL 02/2017 12/2018
Smartlife Financial Group Llc The Villages FL 11/2018 12/2022
Impact Partnership Wealth, Llc Marietta GA 12/2022 Present
Previous Registrations
  • 2018-12-26 → 2022-12-02
    The Villages, FL
    Canton, CT
  • 2017-12-20 → 2019-01-11
    Oak Brook, IL
    Oak Brook, IL
    The Villages, FL
  • 2015-05-22 → 2016-08-09
    Westerville, OH
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Bellefontaine, OH
    Westerville, OH
  • 2015-01-08 → 2015-05-26
    Ridgeway Conger Advisory Services
    Westerville, OH
    New Woodstock, NY
  • 2010-10-12 → 2014-12-31
    Ridgeway Conger Advisory Services
    Reynoldsburg, OH
    New Woodstock, NY
    Westerville, OH
  • 2010-07-12 → 2010-10-15
    Columbus, OH
  • 2009-02-09 → 2009-12-31
    Next Financial Group, Inc.
    Houston, TX
    Westerville, OH
  • 2008-07-24 → 2009-02-09
    Fsc Securities Corporation
    Atlanta, GA
    Worthington, OH
    Grove City, OH
    Worthington, OH
Other Businesses

PHOENIX WEALTH MANAGEMENT; INVESTMENT-RELATED; ATLANTA, GA; INSURANCE AGENT; START DATE 2022; APPROX. 80 HRS/MO WITH 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2017-12-11
Other Names
  • Dawn R Carey-Gerig
  • Dawn Renee Gerig
  • Dawn Renee Carey
  • Dawn Carey

View on SEC IAPD

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