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806 W. Bartlett Road, Bartlett, IL 60103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-02 |
| IL | RA | APPROVED | 2011-05-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Downey Financial Group, Inc (Formerly Known As Dtag Group, Inc.) | Bartlett | IL | 06/2003 | Present |
| Dfg Wealth Management, Llc | Bartlett | IL | 04/2011 | Present |
| Advisors Excel | Topeka | KS | 04/2011 | Present |
1.DOWNEY FINANCIAL GROUP INC. /BARTLETT, IL 60103/FIXED INSURANCE SALES AND TAX PREPARATION/INVESTMENT RELATED/SINCE 2003/100 HOURS DEVOTED PER MONTH 2.DTAG PROPERTIES LLC/806 W BARTLETT ROAD, BARTLETT, IL 60103/OWNER/REAL ESTATE INVESTMENT/LLC CURRENTLY OWNS THE BUILDING THAT I DO BUSINESS IN/6/1/2007-PRESENT/1HOUR DEVOTED PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-07 |
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