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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak American Investment Advisors, Inc. | Plano | TX | 04/2023 | 01/2025 |
| Street Authority Llc | Dallas | TX | 04/2014 | 12/2018 |
| The Westwood Group | Dallas | TX | 09/2018 | 06/2023 |
| Delancey Strategies Llc | Cedar Hill | TX | 01/2013 | Present |
| Avantax Advisory Services | Cedar Hill | TX | 03/2025 | 09/2025 |
| Dbhw Wealth Partners | Cedar Hill | TX | 03/2025 | Present |
| Avantax Investment Services | Cedar Hill | TX | 03/2025 | 09/2025 |
| Delancey Strategies Llc | Cedar Hill | TX | 01/2013 | Present |
| Dbhw Wealth Partners | Bellville | TX | 03/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) DBHW WEALTH PARTNERS POSITION: Director, Investment Services NATURE: Lead management of firm's portfolios, models, strategies, Head of internal investment team, Market research, Employee training, Firm investment strategy INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/18/2025 ADDRESS: 205 S Matthews Street, Bellville TX 77418, United States DESCRIPTION: Lead management of firm's portfolios, models, strategies, Head of internal investment team, Market research, Employee training, Firm investment strategy 2) DELANCEY STRATEGIES LLC POSITION: CEO NATURE: This is my LLC, which is only being used currently for my work with DBHW. Delancey and/or myself as an individual, may, from time to time, conduct interviews with news outlets such as Fox News, Fox Business and others. Topics are economic or market-related. I understand that any communications with the public will need to be approved by Compliance/Communication team prior to distribution and have already had conversations with Compliance around best practices and requirements. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/28/2013 ADDRESS: 807 Timber Ridge Drive, Cedar Hill TX 75104, United States DESCRIPTION: There are no active contracts or duties associated with Delancey Strategies other than the company being referenced when I conduct interviews with news outlets such as Fox News, Fox Business and others. Topics are economic or market-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-24 |
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