Donald L. Dillingham
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald Lee Dillingham's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 3, 2007 - Present
MERIT ADVISORS, INC.
Office #1: 121 Ne 50th Street, Oklahoma City, OK 73105February 11, 2008 - Present
OAK HILLS SECURITIES, INC.
Office #1: 121 Ne 50th, Oklahoma City, OK 73105Office #2: 121 Ne 50th, Oklahoma City, OK 73105August 18, 2005 - September 7, 2012
AVONDALE
February 1, 2002 - October 4, 2006
GEARY SECURITIES, INC.
August 22, 2001 - December 31, 2004
AVONDALE
August 3, 1998 - October 22, 2001
BANC ONE SECURITIES CORPORATION
January 9, 1997 - April 28, 1998
IDS LIFE INSURANCE COMPANY
January 9, 1997 - April 28, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
December 2, 1996 - January 7, 1997
MOMENTUM INDEPENDENT NETWORK INC.
February 26, 1996 - December 3, 1996
PATTERSON ICENOGLE, INC.
May 20, 1994 - November 1, 1995
BOATMEN'S INVESTMENT SERVICES, INC.
October 26, 1984 - April 20, 1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/25/2019)
(6/3/2009)
(4/8/2009)
(12/3/2007)
(2/13/2008)
(8/13/2008)
(9/25/2012)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 72
Date: 9/5/2012
Government Securities Representative ExaminationSeries 55
Date: 6/25/2008
Limited Representative-Equity Trader ExamSeries 8
Date: 12/16/1991
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
MERIT ADVISORS, INC.
CRD#: 113999 / SEC#: 801-62024
Contact information
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 26,560,518 |
Red Flags
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Company Information
MERIT ADVISORS, INC.
CRD#: 113999Oklahoma City, OK 73105TRUST BUT VERIFY
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