Dwayne M. Tidwell
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dwayne Mark Tidwell's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
January 31, 2013 - Present
BISON INVESTMENT ADVISORS, LLC
Office #1: 10055 Grogans Mill Suite 120, The Woodlands, TX 77380February 24, 2011 - October 3, 2011
IMS SECURITIES, INC.
March 10, 2009 - January 31, 2013
SUNBELT SECURITIES, INC.
March 10, 2009 - January 31, 2013
SUNBELT SECURITIES, INC.
January 8, 2008 - March 6, 2009
USF ALTERNATIVE SERVICES, LLC
January 8, 2008 - March 6, 2009
USF ADVISORS, LLC
January 8, 2008 - March 6, 2009
USF SECURITIES, L.P.
December 20, 2007 - July 7, 2008
FIRST UNION SECURITIES, INC.
January 16, 2004 - January 15, 2008
STANFORD GROUP COMPANY
January 16, 2004 - January 15, 2008
STANFORD GROUP COMPANY
June 15, 1995 - January 27, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 7, 1995 - January 27, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
BISON INVESTMENT ADVISORS, LLC
CRD#: 149775 / SEC#: 801-133931
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/25/2020)
(1/31/2013)
Exams
Current Firm
BISON INVESTMENT ADVISORS, LLC
CRD#: 149775 / SEC#: 801-133931
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 304 |
| AUM (Assets Under Management) | $ 157,535,698 |
Red Flags
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Company Information
BISON INVESTMENT ADVISORS, LLC
CRD#: 149775The Woodlands, TX 77380TRUST BUT VERIFY
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