DD
Donald L. Dillingham
MERIT ADVISORS
Oklahoma City, OK 73105
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CRD#: 1310888
DD
Professional summary
Donald Lee Dillingham is a registered financial advisor currently at MERIT ADVISORS, INC. located in Oklahoma City, Oklahoma and OAK HILLS SECURITIES, INC. located in Oklahoma City, Oklahoma.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Donald has worked at 11 firms and has passed the Series 65, Series 63, Series 52TO, Series 57TO, Series 99TO, Series 79TO, SIE, Series 72, Series 55, Series 7, Series 27, Series 24, Series 8 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Lee Dillingham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 3, 2007 - Present
MERIT ADVISORS, INC.
Office #1: 121 Ne 50th Street, Oklahoma City, OK 73105RIA
CRD#: 113999
Oklahoma City, OK
Current
February 11, 2008 - Present
OAK HILLS SECURITIES, INC.
Office #1: 121 Ne 50th, Oklahoma City, OK 73105Office #2: 121 Ne 50th, Oklahoma City, OK 73105BD
CRD#: 145579
Oklahoma City, OK
Past
August 18, 2005 - September 7, 2012
AVONDALE
RIA
CRD#: 119760
OKLAHOMA CITY, OK
Past
February 1, 2002 - October 4, 2006
GEARY SECURITIES, INC.
BD
CRD#: 38182
OKLAHOMA CITY, OK
Past
August 22, 2001 - December 31, 2004
AVONDALE
RIA
CRD#: 119760
OKLAHOMA CITY, OK
Past
August 3, 1998 - October 22, 2001
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
January 9, 1997 - April 28, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 9, 1997 - April 28, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
December 2, 1996 - January 7, 1997
MOMENTUM INDEPENDENT NETWORK INC.
BD
CRD#: 17587
DALLAS, TX
Past
February 26, 1996 - December 3, 1996
PATTERSON ICENOGLE, INC.
BD
CRD#: 15652
Past
May 20, 1994 - November 1, 1995
BOATMEN'S INVESTMENT SERVICES, INC.
BD
CRD#: 17533
ST. LOUIS, MO
Past
October 26, 1984 - April 20, 1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
ST. LOUIS, MO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(6/25/2019)
RR
California(6/3/2009)
RR
Florida(4/8/2009)
IAR
Oklahoma(12/3/2007)
RR
Oklahoma(2/13/2008)
RR
Texas(8/13/2008)
IAR
Texas(9/25/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 72
Date: 9/5/2012
Government Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 55
Date: 6/25/2008
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/16/1991
General Securities Sales Supervisor Examination (Options Module & General Module)Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MERIT ADVISORS, INC.
MERIT ADVISORS, INC.
CRD#: 113999 / SEC#: 801-62024
RIA
Registered Investment Advisory firm - (6/29/2007 Terminated)Arizona
Registered Investment Advisory firm - (6/25/2019 Approved)California
Registered Investment Advisory firm - (5/16/2025 Terminated)Colorado
Registered Investment Advisory firm - (12/2/2021 Terminated)Connecticut
Registered Investment Advisory firm - (4/21/2025 Terminated)Florida
Registered Investment Advisory firm - (4/16/2025 Terminated)Idaho
Registered Investment Advisory firm - (4/17/2025 Terminated)Kansas
Registered Investment Advisory firm - (1/20/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (11/19/2009 Terminated)Minnesota
Registered Investment Advisory firm - (5/29/2002 Terminated)Nevada
Registered Investment Advisory firm - (5/8/2025 Terminated)North Carolina
Registered Investment Advisory firm - (12/12/2003 Terminated)Ohio
Registered Investment Advisory firm - (1/20/2017 Terminated)Oklahoma
Registered Investment Advisory firm - (1/26/2007 Approved)Oregon
Registered Investment Advisory firm - (4/21/2025 Terminated)Texas
Registered Investment Advisory firm - (1/26/2007 Conditional Restricted)Utah
Registered Investment Advisory firm - (7/1/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/17/2025 Terminated)Washington
Registered Investment Advisory firm - (7/11/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 Ne 50th Street, Oklahoma City, OK 73105
Mailing Address
Phone number
(405) 748-5335
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 26,560,518 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MERIT ADVISORS, INC.
CRD#: 113999Oklahoma City, OK 73105TRUST BUT VERIFY
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