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RIA / WealthAdvisor18 years in industry

DAWN RENEE CAREY

Advisor at IMPACT PARTNERSHIP WEALTH, LLC

THE VILLAGES, FL | MARIETTA, GA

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Search this name across graphsid dfx:ria:b91716be-378a-1cf7-ba56-ab4e5ffafd73

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jul 24, 2008 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 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: Jul 24, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 11, 2017
First registration: Jul 24, 2008
Dual registered: no
Other names: DAWN R CAREY-GERIG|DAWN RENEE GERIG|DAWN RENEE CAREY|DAWN CAREY
IAPD individual key: 5138867

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	Dec 19, 2022	n/a	yes	THE VILLAGES, FL\|MARIETTA, GA	Current employment
FISCAL WISDOM WEALTH MANAGEMENT LLC	Independent wealth	Dec 26, 2018	Dec 2, 2022	no	The Villages, FL\|CANTON, CT	Previous registration
TRAC ASSET MANAGEMENT LLC	State registered	Dec 20, 2017	Jan 11, 2019	no	OAK BROOK, IL\|OAK BROOK, IL\|THE VILLAGES, FL	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	May 22, 2015	Aug 9, 2016	no	WESTERVILLE, OH\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|BELLEFONTAINE, OH\|WESTERVILLE, OH	Previous registration
RIDGEWAY CONGER ADVISORY SERVICES	Former SEC adviser	Jan 8, 2015	May 26, 2015	no	WESTERVILLE, OH\|NEW WOODSTOCK, NY	Previous registration
RIDGEWAY CONGER ADVISORY SERVICES	Former SEC adviser	Oct 12, 2010	Dec 31, 2014	no	REYNOLDSBURG, OH\|NEW WOODSTOCK, NY\|WESTERVILLE, OH	Previous registration
DAVIS-ROSS INVESTMENT ADVISERS, LLC	Former SEC adviser	Jul 12, 2010	Oct 15, 2010	no	COLUMBUS, OH	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Feb 9, 2009	Dec 31, 2009	no	HOUSTON, TX\|WESTERVILLE, OH	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Jul 24, 2008	Feb 9, 2009	no	ATLANTA, GA\|WORTHINGTON, OH\|GROVE CITY, OH\|WORTHINGTON, OH	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
FISCAL WISDOM WEALTH MANAGEMENT LLC	IMPACT PARTNERSHIP WEALTH, LLC	Dec 2, 2022	Dec 19, 2022	17	Firm change	RIA to RIA
TRAC ASSET MANAGEMENT LLC	FISCAL WISDOM WEALTH MANAGEMENT LLC	Jan 11, 2019	Dec 26, 2018	-16	Firm change	Other
MONEY CONCEPTS ADVISORY SERVICE	TRAC ASSET MANAGEMENT LLC	Aug 9, 2016	Dec 20, 2017	498	Firm change after gap	Other
RIDGEWAY CONGER ADVISORY SERVICES	MONEY CONCEPTS ADVISORY SERVICE	May 26, 2015	May 22, 2015	-4	Firm change	Other
DAVIS-ROSS INVESTMENT ADVISERS, LLC	RIDGEWAY CONGER ADVISORY SERVICES	Oct 15, 2010	Oct 12, 2010	-3	Firm change	Other
NEXT FINANCIAL GROUP, INC.	DAVIS-ROSS INVESTMENT ADVISERS, LLC	Dec 31, 2009	Jul 12, 2010	193	Firm change	Other
FSC SECURITIES CORPORATION	NEXT FINANCIAL GROUP, INC.	Feb 9, 2009	Feb 9, 2009	0	Firm change	Other

Relationships

Registered with (8)

→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: current employment
Dec 19, 2022 to presentfactForm ADV
→ FISCAL WISDOM WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 26, 2018 to Dec 2, 2022factForm ADV
→ TRAC ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 20, 2017 to Jan 11, 2019factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
May 22, 2015 to Aug 9, 2016factForm ADV
→ RIDGEWAY CONGER ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 8, 2015 to May 26, 2015factForm ADV
→ DAVIS-ROSS INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
Jul 12, 2010 to Oct 15, 2010factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Feb 9, 2009 to Dec 31, 2009factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jul 24, 2008 to Feb 9, 2009factForm ADV

Dated events

Occurred
Dec 2, 2022
Advisor changed firm
Dawn Renee Carey left Fiscal Wisdom Wealth Management Llc for Impact Partnership Wealth, Llc (registered 2022-12-19)
Form ADVobserved 4 days ago