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Lora Renee Dixon

Dewitt And Dunn Financial Services, LLC

Addison, TX

Duluth, MN

CRD 6693214

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Employer firm

Dewitt And Dunn Financial Services, LLC CRD 304561

$35.6M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers

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

Current Employers
Dewitt And Dunn Financial Services, Llc

15455 Dallas Parkway, Suite 240, Addison, TX 75001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-09-27
  • TX RA
    APPROVED
    Since 2020-09-27

Branch Locations

15455 Dallas Parkway, Suite 240, Addison, TX 75001 • United States

Duluth, MN • 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
OrganizationCityStateFromTo
Dewitt & Dunn Addison TX 10/2005 09/2025
Corecap Advisors, Llc Southfield MI 10/2016 11/2020
Dewitt & Dunn Financial Services Llc Addison TX 07/2020 Present
  • 10/2005 → 09/2025
    Dewitt & Dunn
    Addison, TX
  • 10/2016 → 11/2020
    Corecap Advisors, Llc
    Southfield, MI
  • 07/2020 → Present
    Dewitt & Dunn Financial Services Llc
    Addison, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-26
  • S65 Uniform Investment Adviser Law Examination
    2016-07-26
Other Names
  • Lora Renee Bowers

View on SEC IAPD

Nearby Firms

GENEOS WEALTH MANAGEMENT, INC.
BLUE SKY ASSET MANAGEMENT, LLC
CWM, LLC

Nearby Investors

PAMALA ANN REICHERT
TONY GENE GRIEPENTROG
RYAN ALLEN HOBBS

Nearby Offices

GENEOS WEALTH MANAGEMENT, INC. · ENGLEWOOD, CO
BLUE SKY ASSET MANAGEMENT, LLC · ENGLEWOOD, CO
CWM, LLC · Englewood, CO

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