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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| IL | RA | APPROVED | 2026-01-22 |
| ME | RA | APPROVED | 2026-01-22 |
| WY | RA | APPROVED | 2026-01-22 |
| FL | RA | APPROVED | 2026-01-14 |
| CA | RA | APPROVED | 2025-11-10 |
| CO | RA | APPROVED | 2025-11-09 |
| TX | RA | APPROVED | 2025-11-09 |
Branch Locations
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bessemer Investor Services, Inc | Woodbridge | NJ | 06/2013 | 02/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2024 | 10/2025 |
| Iwp Family Office | Denver | CO | 04/2023 | 07/2023 |
| M3 Family Office | Sarasota | FL | 04/2024 | 08/2024 |
| Unemployed | Denver | CO | 07/2023 | 04/2024 |
| Digital Wealth Partners | Dallas | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-16 |
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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