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2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-11-26 |
| NC | RA | APPROVED | 2025-11-25 |
| TN | RA | APPROVED | 2025-11-25 |
Branch Locations
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 • United States
Winchester, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Financial Services | Winchester | TN | 01/2002 | 03/2021 |
| Cosey Financial Services | Knoxville | TN | 04/2009 | 03/2021 |
| Optimal Sante Ga, Llc | Winchester | TN | 07/2020 | 07/2023 |
| Dempsey Lord Smith, Llc | Winchester | TN | 07/2022 | 11/2025 |
| Valuewealth Services | Annapolis | MD | 11/2025 | Present |
Mr. Dixon is dedicated to the investment advisory activities of ValueWealth Services, LLC. He also is an independent insurance agent for multiple insurance companies. In this role Mr. Dixon transacts in insurance products including annuities, life, disability and long-term care products. He spends approximately 10 hours a week in this endeavor. Lastly, Mr. Dixon is half owner of a family farm that maintains bee keeping, hay and chickens. He spends approximately 10 hours a week in this endeavor and it is not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-26 |
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