Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

DP

David Thomas Peacock

CLU®

Branch Owner

CRD# 2772962·Registered 1997 - 2025

Previously Registered: Being a previously registered professional could mean that David is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

David Thomas Peacock, CLU® was a registered financial advisor. David was a previously registered financial professional and started their career in finance 1997 - 2025. David had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Credentials

CLU®

Chartered Life Underwriter

Years of Experience

29 years in the financial services industry

Current & Past Employments

MPA WEALTH, LLC·CRD# 327760

RIA

Dallas, TX

October 5, 2023 - September 29, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018

RIA

Dallas, TX

March 25, 2020 - August 12, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018

RIA

Dallas, TX

March 3, 2020 - March 3, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694

BD

Dallas, TX

March 3, 2020 - August 12, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881

RIA

Dallas, TX

August 5, 2008 - March 5, 2020

ROBERT W. BAIRD & CO. INCORPORATED·CRD# 8158

BD

Milwaukee, WI

July 28, 1998 - January 1, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881

BD

Dallas, TX

March 5, 1997 - March 5, 2020

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

MW

MPA WEALTH, LLC

MPA WEALTH, LLC

CRD#: 327760

Contact Information

Main Address

8333 Douglas Avenue Suite 1200, Dallas, TX 75225

Phone Number

(972) 942-0591

# of Employees

6

Documents

Latest Form ADV

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

(1)Name of Business: Ash Brokerage Address: 8333 Douglas Avenue Ste 1200, Dallas, TX, 75225, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We would like to use Ash Brokerage to broker insurance policies for MPA

(2)Name of Business: DTP Wealth, LLC Address: 8333 Douglas Avenue, Dallas, TX, 75225, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: It is my individual LLC to receive compensation from MPA Enterprises, LLC

(3)Name of Business: Messick Peacock & Associates Address: 8333 Douglas Ave Ste 1200, Dallas, TX, 75225, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/03/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Partner/co -founder of the firm

(4)Name of Business: MPA Wealth, LLC Address: 8333 Douglas Ave Ste 1200, Dallas, TX, 75225-5819, United States Activity Type: Independent RIA Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/17/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Establishing this LLC for future financial planning and consultation for a fee

(5)Name of Business: New York Life Insurance Company Address: 8333 Douglas Avenue Ste 1200, Dallas, TX, 75225, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We would like to use New York Life to broker insurance policies for our clients

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1997About the Series 6 exam

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Similar Advisors

Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Jeffrey Paul Meotti

Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#

Douglas Paul Kinsey

Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

DP

Follow David

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required