Donald Lee Dillingham

Employer firm

Merit Advisors, Inc. CRD 113999

$33.2M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → Present
  Oak Hills Securities, Inc.
  Oklahoma City, OK
• 07/2003 → Present
  Merit Advisors, Inc.
  Oklahoma City, OK

Previous Registrations

• 2005-08-18 → 2012-09-07
  Avondale
  Oklahoma City, OK
• 2001-08-22 → 2004-12-31
  Avondale
  Oklahoma City, OK
• 2001-08-22 → 2002-12-31
  Avondale
  Oklahoma City, OK

Other Businesses

Legend: 121 N. E. 50th, Ok Cty, Ok 73105=Add1. 4812 Bocage Place, Ok Cty, OK 73142=Add 2. Not Invstmnt related=NIR. Invstmnt related=IR. Hldg Co=HC. Owner=Q. Manager=M.Rvocabl trst=RT. Irrvcbl trst=IT. 1. Funds: a. Acorn Aerospace & Defense Fund V, L.P.: IR; Ok Cty, OK; PE fund; Q; 05/22/22; <1 hr; Qship. b. Ok Angel Fund III, L.P.: IR, Ok Cty, OK; PE fund; Q; 06/06/2022; <1 hr; Qship. c. DLD Opportunity Zone Fund, LLC: IR; Add1; Opprty Zone; Q; 2021; 1-3 hrs; Qship. d. Praesidian AP SPV, LLC: IR: Ok Cty, OK; Constr; Q; 10/31/2023; <1 hr; Qship. 2. AFFILIATE COMPANIES: a. Sequoia Mgmt Company LLC: NIR; Add1; Busns Mgmt; M; 2004; 1 hr; Busns mgmt. e. CNG Associates:Add1;IR;Q/M;10/25;10hrs;10hrs;M for tax credit offerings. c. CBDD Holding, LLC:14504 Bogert Pkwy, OKC, OK 73134;NIR;Restaurant HC;M;10/25;3hrs;3hrs;Restaurant Qship. d. Stingray Holdings 2508, LLC:Add1;IR;Q;9/25;1hr;1hr;HC. e. FUNDVN 2, A Series of Western Frontier Master, LLC:450 Sinclair St, Reno, NV 89501;IR;Inv Fund;Q;10/25;0hr;0hr;Qship. f. Nomad 29II, A Series of Denver Angles, LLC: Add1;IR;Q;RT;<1 hr; Qship. g. QSP Alpha Plus, LLC:Add1;IR;Q;RT;<1 hr; Qship. h. Powder Valley, LLC:Add1;IR;Q;RT;<1 hr; Qship. i. MG OKC Ops, LLC:Add1;IR;Q;RT;<1 hr; Qship. 3. NON-FUND ENTITIES: (QSHIP): a. Heritage Mgmt, Inc: NIR; Add1; Busns Mgmt; M; 2006; 1 hr; Owns ofc bldg and invest in oil and gas assets. b. Tax Credit Exchange, LLC: NIR; Add1; Certificated Tax Credits; Q; 2008; <1 hr; Q; Acquisition and Disposition of Tax Credits. c. Fortress Mgmt, LLC: NIR; Add1; Self storage assets; Mnge/Q; 2014; 1 hr; M of self-storage assets. d. Avondale Invstmnts, LLC: IR; Add1; Business Mgmt; M; 2000; 1 hr; Busns mgmt. e. DMR Mgmt LLC (DMR, LLC): NIR; Add1; RE mgmt; Q/M; 2018; <1 hr; <1 hr; Qship/M. f Morgan Road Land, LLC: IR; Add1; RE invstmnts; Q/M; 2018; 5 hrs/mo; Land devt. g. Kensington Place, LLC: IR; Add1; RE invstmnts; Q/M; 2018; 5 hrs/mo; Aprtmnt devt. h. Union Street Apartments, LLC: NIR; Add1; Aprtmnt devt/RE; Q; 2022; 1-3 hrs; Qship. i. Union Street Townhomes, LLC: NIR; Add1; Aprtmnt devt/RE; Q; 2024; 1-3 hrs; Qship. j. Wilson Street Apartments, LLC: NIR; Add1; Aprtmnt devt/RE; Q; 2023; 1-3 hrs; Qship. k. Merit Advisors Inc.: IR; Invstmnt Cmte Mbr; 25 hrs/mo; Participate as needed. 4. Various CNG Invstmnts: (Details (ind offering) will be provided due to space limitations here: IR; Add1; CNG Eqpmt; Q; 2019; <1 hr; Qship. 5. BUSINESS ACTIVITIES/CMNTY INVOLVEMENT/OTHER ENTITIES: a. Thomas Minerals. LLC: NIR; Ok Cty, OK; Inherited/Mineral Qship; Q; 2020; <1 hr; Mnge assets. b. Entity Mgmt, Inc.: NIR; Add1; Entity mgmt; Q; 08/17/2023; <1 hr; Mnge assets. c. Dubs, LLC; NIR; ; Ft. Worth, TX; Advertising; Q; 2023; <1 hr; Qship. d. Zone TV: NIR;, Ft. Worth, TX ; Broadcasting; Q; 2019; <1 hr; Qship. e. DLD Revocable Trust: NIR; Add2;RT; Q; 2004; Qship. f. DLD Irrevocable Trust: NIR; Add2; Irrevocable Trust/Inherited; Q; 2021; <1 hr; asset Qship. g. CWT Foundation: NIR; Add1; Foundation; 2023; <1 hr; As needed; Qship. h. . 2508 Dynasty Trust:Add1;NIR;Q;<1 hr;Qship.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-23
• S63 Uniform Securities Agent State Law Examination
  1984-10-26

Designations

• Chartered Financial Analyst