BD
Brian C. Dorsey
IMPACT PARTNERSHIP WEALTH
Hyattsville, MD 20785
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CRD#: 3108788
BD
Professional summary
Brian Charles Dorsey JR, who also goes by Brian Charles Dorsey, Brian Dorsey, Chuck Dorsey Jr, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Hyattsville, Maryland.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brian has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Charles Dorsey | Brian Dorsey | Chuck Dorsey Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NEW PERSPECTIVE FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; 8201 CORPORATE DRIVE, STE 1135 HYATTSVILLE, MD 20785; INSURANCE SALES; FINANCIAL ADVISOR; 3/2025; 120HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; PROPOSING, PRESENTING, AND SELLING INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Charles Dorsey JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 3, 2025 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 8201 Corporate Dr Ste 1135, Hyattsville, MD 20785RIA
CRD#: 313928
Hyattsville, MD
Past
May 30, 2018 - January 3, 2023
NYLIFE SECURITIES LLC
BD
CRD#: 5167
VIENNA, VA
Past
January 17, 2018 - March 15, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
COLUMBIA, MD
Past
January 16, 2018 - January 16, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
COLUMBIA, MD
Past
January 16, 2018 - March 15, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
COLUMBIA, MD
Past
November 9, 2012 - January 9, 2018
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Greenbelt, MD
Past
October 1, 2012 - January 9, 2018
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Greenbelt, MD
Past
February 15, 2006 - August 31, 2012
MONEY CONCEPTS CAPITAL CORP
RIA
CRD#: 12963
CLINTON, MD
Past
February 15, 2006 - August 31, 2012
MONEY CONCEPTS CAPITAL CORP
BD
CRD#: 12963
CLINTON, MD
Past
November 12, 1999 - February 21, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
UPPER MARLBORO, MD
Past
October 22, 1999 - February 21, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 22, 1999 - February 21, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
UPPER MARLBORO, MD
Past
September 15, 1998 - June 25, 1999
ALLFIRST BROKERAGE CORPORATION
BD
CRD#: 17531
BALTIMORE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(9/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
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.
