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RIA / WealthAdvisor25 years in industry

Tracey Elizabeth Richardson

Advisor at IMPACT PARTNERSHIP WEALTH, LLC

MARIETTA, GA | Webster Groves, MO

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Search this name across graphsid dfx:ria:9bad0ffc-e78e-1c24-621d-f0316f2d5ef0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Feb 8, 2018 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: May 23, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: May 23, 2001
First registration: Feb 8, 2018
Dual registered: no
Other names: Tracey Elizabeth Reid|Tracey Elizabeth Bayers|Tracey E Bayers|Tracey E Bayers|Tracey E Reid|Tracey E Richardson
IAPD individual key: 4362844

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	Sep 12, 2025	n/a	yes	MARIETTA, GA\|Webster Groves, MO	Current employment
CHOREO, LLC	Independent wealth	Nov 2, 2023	Apr 16, 2025	no	ROCKFORD, IL\|St. Louis, MO	Previous registration
BDO WEALTH ADVISORS, LLC	Former SEC adviser	May 22, 2023	Nov 2, 2023	no	ST. LOUIS, MO	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jul 5, 2022	Dec 21, 2022	no	SAINT LOUIS, MO	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 8, 2018	Apr 20, 2022	no	ST. LOUIS, MO	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
CHOREO, LLC	IMPACT PARTNERSHIP WEALTH, LLC	Apr 16, 2025	Sep 12, 2025	149	Firm change	RIA to RIA
BDO WEALTH ADVISORS, LLC	CHOREO, LLC	Nov 2, 2023	Nov 2, 2023	0	Firm change	RIA to RIA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	BDO WEALTH ADVISORS, LLC	Dec 21, 2022	May 22, 2023	152	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Apr 20, 2022	Jul 5, 2022	76	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
222525:111221:MO:2023-11-02	Nov 2, 2023	Nov 2, 2023	ST LOUIS, MO	Firm change

Relationships

Registered with (5)

→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: current employment
Sep 12, 2025 to presentfactForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Nov 2, 2023 to Apr 16, 2025factForm ADV
→ BDO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 22, 2023 to Nov 2, 2023factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jul 5, 2022 to Dec 21, 2022factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 8, 2018 to Apr 20, 2022factForm ADV

Dated events

Occurred
Apr 16, 2025
Advisor changed firm
Tracey Elizabeth Richardson left Choreo, Llc for Impact Partnership Wealth, Llc (registered 2025-09-12)
Form ADVobserved 5 days ago
Occurred
Nov 2, 2023
Advisor changed firm
Tracey Elizabeth Richardson left Bdo Wealth Advisors, Llc for Choreo, Llc (registered 2023-11-02)
Form ADVobserved 5 days ago
Occurred
Dec 21, 2022
Advisor changed firm
Tracey Elizabeth Richardson left Northwestern Mutual Investment Services,Llc for Bdo Wealth Advisors, Llc (registered 2023-05-22)
Form ADVobserved 5 days ago
Occurred
Apr 20, 2022
Advisor changed firm
Tracey Elizabeth Richardson left Valic Financial Advisors, Inc. for Northwestern Mutual Investment Services,Llc (registered 2022-07-05)
Form ADVobserved 5 days ago