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RIA / WealthAdvisor15 years in industry

DANIEL JARED COHEN

Advisor at IMPACT CAPITAL, LLC

ROCKVILLE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7950db2e-94a8-c512-cb65-e32fee50a0c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2016 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: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 4, 2014
First registration: Jan 27, 2016
Dual registered: no
Other names: Daniel J Cohen
IAPD individual key: 6438308

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 28, 2022	n/a	yes	ROCKVILLE, MD	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 29, 2017	Aug 17, 2018	no	Rockville, MD\|Rockville, MD	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 19, 2016	Feb 9, 2017	no	ROCKVILLE, MD	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 27, 2016	Sep 22, 2016	no	Rockville, MD	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
AMERIPRISE FINANCIAL SERVICES, LLC	IMPACT CAPITAL, LLC	Aug 17, 2018	Mar 28, 2022	1,319	Firm change after gap	Ibd to RIA
KESTRA ADVISORY SERVICES, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Feb 9, 2017	Jun 29, 2017	140	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 19, 2016	-156	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
283330:6363:MD:2017-02-09	Feb 9, 2017	Jun 29, 2017	ROCKVILLE, MD	Firm change

Relationships

Registered with (4)

→ IMPACT CAPITAL, LLCRegistered adviserregistration: current employment
Mar 28, 2022 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 29, 2017 to Aug 17, 2018factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 19, 2016 to Feb 9, 2017factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 27, 2016 to Sep 22, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7950db2e-94a8-c512-cb65-e32fee50a0c8
First observed: Jan 27, 2016
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DANIEL JARED COHEN

Advisor at IMPACT CAPITAL, LLC

ROCKVILLE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7950db2e-94a8-c512-cb65-e32fee50a0c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

IMPACT CAPITAL, LLC

Independent wealth

Mar 28, 2022

n/a

yes

ROCKVILLE, MD

Current employment

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Jun 29, 2017

Aug 17, 2018

Rockville, MD|Rockville, MD

Previous registration

KESTRA ADVISORY SERVICES, LLC

Bd affiliated wealth

Apr 19, 2016

Feb 9, 2017

ROCKVILLE, MD

Previous registration

NFP ADVISOR SERVICES, LLC

Former SEC adviser

Jan 27, 2016

Sep 22, 2016

Rockville, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMERIPRISE FINANCIAL SERVICES, LLC

IMPACT CAPITAL, LLC

Aug 17, 2018

Mar 28, 2022

1,319

Firm change after gap

Ibd to RIA

KESTRA ADVISORY SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 9, 2017

Jun 29, 2017

140

Firm change

Other

NFP ADVISOR SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

Sep 22, 2016

Apr 19, 2016

-156

Bulk transfer

Other

Team

Left

Joined

From

Kind

283330:6363:MD:2017-02-09

Feb 9, 2017

Jun 29, 2017

ROCKVILLE, MD

Firm change