Dawn M. Page

IMPACT CAPITAL

Rockville, MD 20850

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CRD#: 3272365

Professional summary

Dawn Marie Page, who also goes by Dawn Marie Dunn, Dawn M Page, is a registered financial advisor currently at IMPACT CAPITAL, LLC located in Rockville, Maryland.

Dawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Dawn has worked at 9 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dawn Marie Dunn | Dawn M Page

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn Marie Page's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 5, 2021 - Present

IMPACT CAPITAL, LLC

Office #1: One Research Court Suite 400, Rockville, MD 20850

RIA

CRD#: 297413

Rockville, MD

Past

June 16, 2020 - November 5, 2021

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

RESTON, VA

Past

July 5, 2017 - June 16, 2020

PAGNATOKARP PARTNERS, LLC

RIA

CRD#: 282298

Reston, VA

Past

October 25, 2014 - October 17, 2016

CONVERGENT WEALTH ADVISORS, LLC

RIA

CRD#: 143719

POTOMAC, MD

Past

March 1, 2010 - August 7, 2013

CORDANT WEALTH PARTNERS

RIA

CRD#: 152395

PORTLAND, OR

Past

June 1, 2009 - March 5, 2010

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, OR

Past

June 1, 2009 - March 5, 2010

MORGAN STANLEY

CRD#: 149777

PORTLAND, OR

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PORTLAND, OR

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

PORTLAND, OR

Past

January 20, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PORTLAND, OR

Past

January 20, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

PORTLAND, OR

Past

October 19, 1999 - January 12, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

IMPACT CAPITAL, LLC

E. COHEN CAPITAL, LLC | IMPACT CAPITAL, LLC

CRD#: 297413 / SEC#: 801-123536

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Maryland

Registered Investment Advisory firm - (5/20/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/5/2021)

IAR

Texas
(3/25/2022)

IAR

Virginia
(3/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/25/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 8/24/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/18/1999

General Securities Representative Examination

Current Firm

IMPACT CAPITAL, LLC

E. COHEN CAPITAL, LLC | IMPACT CAPITAL, LLC

CRD#: 297413 / SEC#: 801-123536

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Maryland

Registered Investment Advisory firm - (5/20/2022 Terminated)

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Contact information

Main Address

One Research Court Suite 400, Rockville, MD 20850

Mailing Address

Phone number

(301) 417-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-IMPACT CAPITAL, LLC (10/14/2025)

Regulatory assets under management

Total Number of Accounts	491
AUM (Assets Under Management)	$ 240,332,620

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.

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Advisor Monitoring

Firm Stability Insights

Dawn M. Page

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn Marie Page's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESSET ASSET MANAGEMENT, LLC

PAGNATOKARP PARTNERS, LLC

CONVERGENT WEALTH ADVISORS, LLC

CORDANT WEALTH PARTNERS

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

IMPACT CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2014

Series 63

Date: 8/10/2002

Series 31

Date: 8/24/2007

Series 7

Date: 10/18/1999

Current Firm

IMPACT CAPITAL, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT CAPITAL, LLC

TRUST BUT VERIFY

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