Dexter I. Pierce
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Dexter Irvin Pierce, who also goes by Dexter Irvin Pierce Sr, was a registered financial professional .
Dexter is a previously registered financial professional and started their career in finance in 1983. Dexter had worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 22, 2022 - May 4, 2026
IMPACT PARTNERSHIP WEALTH, LLC
September 8, 2003 - October 22, 2004
WORLD INVESTMENTS, LLC
March 18, 2003 - October 1, 2003
CONSUMER CONCEPTS INVESTMENTS, INC.
June 7, 2000 - October 12, 2001
LEGACY FINANCIAL SERVICES, INC.
January 28, 1998 - October 19, 1998
MONY SECURITIES CORPORATION
December 9, 1996 - November 26, 1997
WMA SECURITIES, INC.
June 14, 1995 - September 5, 1995
WADDELL & REED
January 10, 1994 - December 14, 1994
FIRST AFFILIATED SECURITIES
September 1, 1993 - December 10, 1993
CHATFIELD DEAN & CO., INC.
June 23, 1992 - June 1, 1993
FSC SECURITIES CORPORATION
April 11, 1990 - January 1, 1992
GUARDIAN INVESTOR SERVICES LLC
September 29, 1987 - November 22, 1988
FOCUS SECURITIES, INC.
June 23, 1986 - October 13, 1987
FSC SECURITIES CORPORATION
October 12, 1983 - February 3, 1986
WADDELL & REED
Primary Firm SEC Registration
IMPACT PARTNERSHIP WEALTH, LLC
CRD#: 313928 / SEC#: 801-121239
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
IMPACT PARTNERSHIP WEALTH, LLC
CRD#: 313928 / SEC#: 801-121239
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
