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RIA / WealthAdvisor26 years in industry

Dawn Marie Page

Advisor at IMPACT CAPITAL, LLC

ROCKVILLE, MD

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Search this name across graphsid dfx:ria:2fcd1fe5-3738-a566-b68e-0d167c7725e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 20, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IMPACT CAPITAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 20, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Aug 10, 2002
First registration: Jan 20, 2000
Dual registered: no
Other names: DAWN MARIE DUNN|Dawn M Page
IAPD individual key: 3272365

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IMPACT CAPITAL, LLC	Independent wealth	Mar 25, 2022	n/a	yes	ROCKVILLE, MD	Current employment
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Jun 16, 2020	Nov 5, 2021	no	RESTON, VA\|CHICAGO, IL	Previous registration
PAGNATOKARP PARTNERS, LLC	Former SEC adviser	Jul 5, 2017	Jun 16, 2020	no	Reston, VA	Previous registration
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	Oct 25, 2014	Oct 17, 2016	no	POTOMAC, MD	Previous registration
CORDANT WEALTH PARTNERS	Former SEC adviser	Mar 1, 2010	Aug 7, 2013	no	PORTLAND, OR	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 5, 2010	no	PORTLAND, OR	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	PORTLAND, OR	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 20, 2000	Apr 2, 2007	no	FT.LAUDERDAL, FL\|PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CRESSET ASSET MANAGEMENT, LLC	IMPACT CAPITAL, LLC	Nov 5, 2021	Mar 25, 2022	140	Firm change	RIA to RIA
PAGNATOKARP PARTNERS, LLC	CRESSET ASSET MANAGEMENT, LLC	Jun 16, 2020	Jun 16, 2020	0	Firm change	RIA to RIA
CONVERGENT WEALTH ADVISORS, LLC	PAGNATOKARP PARTNERS, LLC	Oct 17, 2016	Jul 5, 2017	261	Firm change	Other
CORDANT WEALTH PARTNERS	CONVERGENT WEALTH ADVISORS, LLC	Aug 7, 2013	Oct 25, 2014	444	Firm change after gap	Other
MORGAN STANLEY	CORDANT WEALTH PARTNERS	Mar 5, 2010	Mar 1, 2010	-4	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282298:288566:VA:2020-06-16	Jun 16, 2020	Jun 16, 2020	RESTON, VA	Firm change

Relationships

Registered with (8)

→ IMPACT CAPITAL, LLCRegistered adviserregistration: current employment
Mar 25, 2022 to presentfactForm ADV
→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 16, 2020 to Nov 5, 2021factForm ADV
→ PAGNATOKARP PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 5, 2017 to Jun 16, 2020factForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 25, 2014 to Oct 17, 2016factForm ADV
→ CORDANT WEALTH PARTNERSRegistered adviserregistration: previous registration
Mar 1, 2010 to Aug 7, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Mar 5, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 20, 2000 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.