Dwayne M. Tidwell
BISON INVESTMENT ADVISORS
THE WOODLANDS, TX 77380
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CRD#: 2612587
Professional summary
Dwayne Mark Tidwell, CFP®, who also goes by D. Mark Tidwell, Mark Tidwell, is a registered financial advisor currently at BISON INVESTMENT ADVISORS, LLC located in The Woodlands, Texas.
Dwayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Dwayne has worked at 9 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
D. Mark Tidwell | Mark Tidwell
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.
Mark Tidwell is a Life Insurance Agent who devotes less than 5 hours a month to activities unrelated to investments during and after trading business hours. Mark Tidwell owns and operates the following: ?Access Parkway, LLC - Description of the business: Business consulting services; Position Title: Member. Start date of the business: 8/2018 to present. Location of the business: 10055 Grogans Mill Rd, Suite 120, The Woodlands, TX 77380. Less than 2 hours per week during and after trading hours; not investment related. Access Parkway, LLC has a non-majority interest in Pure Fuel, LLC; non- investment related. ?Disruptive Wellness, LLC; Description of the business: Medical Equipment leasing company: Position Title: Member; Responsibilities Duties: Helps with due diligence on site selection, managing finances and marketing strategy for medical device equipment.; Start date with business: 6/2019 to present; Not investment related; Location of the business: Pearland, TX. Devotes 5 hours or less during and outside trading business hours. ?Condotti Capital Management, LLC, 50% owner/manager. Less than 20 hours a month is devoted to Condotti. Non-investment related, real estate self-storage business. Passive Investments: ?Pryderi Holdings, LLC, 50% owner/manager for these companies. Devotes no time to these businesses.
CRS (Client Relationship Summary) - RIA
Click below to view Dwayne Mark Tidwell'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®
CFP®
Start date: 2002
Experience
Current
January 31, 2013 - Present
BISON INVESTMENT ADVISORS, LLC
Office #1: 10055 Grogans Mill Suite 120, The Woodlands, TX 77380RIA
CRD#: 149775
THE WOODLANDS, TX
Past
February 24, 2011 - October 3, 2011
IMS SECURITIES, INC.
BD
CRD#: 35567
HOUSTON, TX
Past
March 10, 2009 - January 31, 2013
SUNBELT SECURITIES, INC.
RIA
CRD#: 42180
HOUSTON, TX
Past
March 10, 2009 - January 31, 2013
SUNBELT SECURITIES, INC.
BD
CRD#: 42180
HOUSTON, TX
Past
January 8, 2008 - March 6, 2009
USF ALTERNATIVE SERVICES, LLC
RIA
CRD#: 135613
HOUSTON, TX
Past
January 8, 2008 - March 6, 2009
USF ADVISORS, LLC
RIA
CRD#: 130569
HOUSTON, TX
Past
January 8, 2008 - March 6, 2009
USF SECURITIES, L.P.
BD
CRD#: 37942
HOUSTON, TX
Past
December 20, 2007 - July 7, 2008
FIRST UNION SECURITIES, INC.
BD
CRD#: 129502
SHELTON, CT
Past
January 16, 2004 - January 15, 2008
STANFORD GROUP COMPANY
RIA
CRD#: 39285
HOUSTON, TX
Past
January 16, 2004 - January 15, 2008
STANFORD GROUP COMPANY
BD
CRD#: 39285
HOUSTON, TX
Past
June 15, 1995 - January 27, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HOUSTON, TX
Past
June 7, 1995 - January 27, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BISON INVESTMENT ADVISORS, LLC
BISON INVESTMENT ADVISORS, LLC | GRAND PARKWAY CAPITAL, LLC | DIA LUCRII CAPITAL, LLC
CRD#: 149775 / SEC#: 801-133931
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/4/2025 Terminated)Michigan
Registered Investment Advisory firm - (11/18/2010 Terminated)Texas
Registered Investment Advisory firm - (8/4/2025 Termination Requested)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.Highlighted states indicate IAR registrations
IAR
Louisiana(8/25/2020)
IAR
Texas(1/31/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BI
BISON INVESTMENT ADVISORS, LLC
BISON INVESTMENT ADVISORS, LLC | GRAND PARKWAY CAPITAL, LLC | DIA LUCRII CAPITAL, LLC
CRD#: 149775 / SEC#: 801-133931
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/4/2025 Terminated)Michigan
Registered Investment Advisory firm - (11/18/2010 Terminated)Texas
Registered Investment Advisory firm - (8/4/2025 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10055 Grogans Mill Suite 120, The Woodlands, TX 77380
Mailing Address
Phone number
(281) 665-3616
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 304 |
| AUM (Assets Under Management) | $ 140,113,679 |
Red Flags
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Company Information
BISON INVESTMENT ADVISORS, LLC
CRD#: 149775The Woodlands, TX 77380TRUST BUT VERIFY
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Contact information
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