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RIA / WealthAdvisor23 years in industry

FREDERICK CHARLES WHITFORD

Advisor at IMPACT PARTNERSHIP WEALTH, LLC

Colorado Springs, CO | MARIETTA, GA | Port Orange, FL

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Search this name across graphsid dfx:ria:8aa3d49c-fd77-18a1-b027-8918a65cc1ab

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Feb 10, 2003 to Sep 15, 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 PARTNERSHIP WEALTH, 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: Feb 10, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 2
Exams: S65|S66|S63
First exam: May 6, 2003
First registration: Feb 10, 2003
Dual registered: no
Other names: RICK WHITFORD
IAPD individual key: 2560740

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 PARTNERSHIP WEALTH, LLC	Independent wealth	Jan 16, 2024	n/a	yes	Port Orange, FL\|Colorado Springs, CO\|MARIETTA, GA	Current employment
ADVISOR SHARE WEALTH MANAGEMENT, LLC	Independent wealth	Nov 7, 2023	Jan 19, 2024	no	VANCOUVER, WA\|Colorado Springs, CO	Previous registration
FIRST DOWN FINANCIAL	State registered	Aug 3, 2023	Oct 25, 2023	no	OVIEDO, FL	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Dec 20, 2019	Apr 17, 2023	no	Colorado Springs, CO\|WHEATON, IL\|Port Orange, FL\|Colorado Springs, CO	Previous registration
SPECIALIZED ADVISORS	Former SEC adviser	Jun 14, 2019	Oct 12, 2019	no	DALLAS, TX\|Colorado Springs, CO	Previous registration
EMERSON EQUITY LLC	Bd affiliated wealth	Mar 8, 2018	Mar 22, 2018	no	Colorado Springs, CO\|SAN MATEO, CA	Previous registration
EMERSON EQUITY LLC	Bd affiliated wealth	Aug 3, 2016	Jan 9, 2017	no	GRANBY, CO\|SAN MATEO, CA\|ALISO VIEJO, CA\|Winter Park, CO	Previous registration
EMERSON EQUITY LLC	Bd affiliated wealth	Jan 12, 2009	Dec 17, 2010	no	FRASER, CO\|SAN MATEO, CA\|SAN MATEO, CA	Previous registration
USA FINANCIAL SECURITIES LLC	Independent wealth	Oct 5, 2005	Nov 27, 2006	no	ADA, MI\|COLORADO SPRINGS, CO	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Jan 26, 2005	Mar 17, 2005	no	COLORADO SPRINGS, CO	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 10, 2003	Dec 2, 2004	no	LAKEWOOD, CO	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
ADVISOR SHARE WEALTH MANAGEMENT, LLC	IMPACT PARTNERSHIP WEALTH, LLC	Jan 19, 2024	Jan 16, 2024	-3	Firm change	RIA to RIA
FIRST DOWN FINANCIAL	ADVISOR SHARE WEALTH MANAGEMENT, LLC	Oct 25, 2023	Nov 7, 2023	13	Firm change	Other
BROOKSTONE CAPITAL MANAGEMENT LLC	FIRST DOWN FINANCIAL	Apr 17, 2023	Aug 3, 2023	108	Firm change	RIA to state RIA
SPECIALIZED ADVISORS	BROOKSTONE CAPITAL MANAGEMENT LLC	Oct 12, 2019	Dec 20, 2019	69	Firm change	RIA to RIA
EMERSON EQUITY LLC	SPECIALIZED ADVISORS	Mar 22, 2018	Jun 14, 2019	449	Firm change after gap	Other
USA FINANCIAL SECURITIES LLC	EMERSON EQUITY LLC	Nov 27, 2006	Jan 12, 2009	777	Firm change after gap	Other
GENEOS WEALTH MANAGEMENT, INC.	USA FINANCIAL SECURITIES LLC	Mar 17, 2005	Oct 5, 2005	202	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	GENEOS WEALTH MANAGEMENT, INC.	Dec 2, 2004	Jan 26, 2005	55	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
299308:141413:TX:2019-10-12	Oct 12, 2019	Dec 20, 2019	DALLAS, TX	Firm change

Relationships

Registered with (9)

→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: current employment
Jan 16, 2024 to presentfactForm ADV
→ ADVISOR SHARE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 7, 2023 to Jan 19, 2024factForm ADV
→ FIRST DOWN FINANCIALRegistered adviserregistration: previous registration
Aug 3, 2023 to Oct 25, 2023factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 20, 2019 to Apr 17, 2023factForm ADV
→ SPECIALIZED ADVISORSRegistered adviserregistration: previous registration
Jun 14, 2019 to Oct 12, 2019factForm ADV
→ EMERSON EQUITY LLCRegistered adviserregistration: previous registration
Mar 8, 2018 to Mar 22, 2018factForm ADV
→ USA FINANCIAL SECURITIES LLCRegistered adviserregistration: previous registration
Oct 5, 2005 to Nov 27, 2006factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 26, 2005 to Mar 17, 2005factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 10, 2003 to Dec 2, 2004factForm ADV

Dated events

Occurred
Jan 19, 2024
Advisor changed firm
Frederick Charles Whitford left Advisor Share Wealth Management, Llc for Impact Partnership Wealth, Llc (registered 2024-01-16)
Form ADVobserved 6 days ago
Occurred
Oct 25, 2023
Advisor changed firm
Frederick Charles Whitford left First Down Financial for Advisor Share Wealth Management, Llc (registered 2023-11-07)
Form ADVobserved 6 days ago
Occurred
Apr 17, 2023
Advisor changed firm
Frederick Charles Whitford left Brookstone Capital Management Llc for First Down Financial (registered 2023-08-03)
Form ADVobserved 6 days ago