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D.m. Wealth Management, Inc. CRD 128194
$47.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
309 East Main Street, Norman, OK 73069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-15 |
| OK | RA | APPROVED | 2003-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D. M. Wealth Management, Inc. | Norman | OK | 08/2003 | Present |
| College For Financial Planning | Denver | CO | 09/2006 | Present |
EDITOR, NOAA, NOT INVESTMENT RELATED, BOULDER, CO, EDIT SCIENTIFIC MANUSCRIPTS, 5 HOURS A WEEK, NOT DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-08 |
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