DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Tracey Elizabeth Richardson

Impact Partnership Wealth, LLCindependent RIAMarietta, Ga IA-onlyIAPD 4362844

Feed of 09/15/2026

Also filed as Tracey Elizabeth Reid

At current firm

1 y

since Sep 12, 2025

In the industry

25 y

since May 23, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Impact Partnership Wealth, LLC independent RIA current
since Sep 12, 2025 · Marietta, Ga
Choreo, LLC independent RIA
Nov 2, 2023 to Apr 16, 2025 · Rockford, Il
Bdo Wealth Advisors, LLC former
May 22, 2023 to Nov 2, 2023 · St. Louis, Mo
Northwestern Mutual Investment Services,LLC no RAUM
Jul 5, 2022 to Dec 21, 2022 · Saint Louis, Mo
Valic Financial Advisors, Inc. BD affiliated
Feb 8, 2018 to Apr 20, 2022 · St. Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Choreo, LLC to Impact Partnership Wealth, LLC
left Apr 16, 2025, registered Sep 12, 2025 (149 days) · RIA to RIA
Bdo Wealth Advisors, LLC to Choreo, LLC
left Nov 2, 2023, registered Nov 2, 2023 (0 days) · RIA to RIA · moved with a team
Northwestern Mutual Investment Services,LLC to Bdo Wealth Advisors, LLC
left Dec 21, 2022, registered May 22, 2023 (152 days) · Other
Valic Financial Advisors, Inc. to Northwestern Mutual Investment Services,LLC
left Apr 20, 2022, registered Jul 5, 2022 (76 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address