Inactive

Dillon Pryor Ferguson

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Current Employers

Forward Wealth

Brooklyn, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-05-08

NY RA
APPROVED

Since 2026-05-08

Branch Locations

Brooklyn, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Learnvest Planning Services	Scottsdale	AZ	04/2014	05/2017
Zoe Financial, Inc	New York	NY	05/2017	12/2025
Domain Money	New York	NY	12/2025	03/2026
Forward Wealth	Brooklyn	NY	03/2026	Present

04/2014 → 05/2017

Learnvest Planning Services

Scottsdale, AZ
05/2017 → 12/2025

Zoe Financial, Inc

New York, NY
12/2025 → 03/2026

Domain Money

New York, NY
03/2026 → Present

Forward Wealth

Brooklyn, NY

Previous Registrations

2015-01-21 → 2018-02-22

Learnvest Planning Services, Llc

Scottsdale, AZ
2014-01-17 → 2014-05-01

Wells Fargo Advisors Financial Network, Llc

Scottsdale, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-22
S66	Uniform Combined State Law Examination	2014-01-04

S65 Uniform Investment Adviser Law Examination

2014-07-22
S66 Uniform Combined State Law Examination

2014-01-04

Designations

View on SEC IAPD

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