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Dickson Financial Group, LLC. CRD 292258
$6.47M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Comfort, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jm Travis Ltd | San Antonio | TX | 05/2005 | Present |
| Dickson Financial Group, Llc | Comfort | TX | 10/2017 | Present |
Owner of a print consulting business, JM Travis Ltd located at 27031 Trinity Hts, San Antonio, TX 78261. Been working as a printing consultant since 2006. Currently working 20-30 hours per week, mostly during non-market hours. This is NOT investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-10 |
| S66 | Uniform Combined State Law Examination | 2000-08-11 |
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