DB
Dwight T. Bottomley
LONGBOW ASSET MANAGEMENT
HALMSTAD,
Some features on this profile are disabled
CRD#: 4721929
DB
Professional summary
Dwight Thomas Bottomley, who also goes by Dwight Bottomley, is a registered financial advisor currently at LONGBOW ASSET MANAGEMENT .
Dwight is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Dwight has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dwight Bottomley
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.
NAME OF BUSINESS: WEST COAST DATA DESIGNS AB
INVESTMENT RELATED: NO
ADDRESS: KORVETTV�GEN 6, HALMSTAD SWEDEN 302 72
TITLE: MANAGING DIRECTOR
START DATE: MAY 2013
'
I AM AN AMERICAN CITIZEN AND CURRENTLY A FULL-TIME RESIDENT OF SWEDEN. WEST COAST DATA
DESIGNS AB IS A SWEDISH COMPANY I FORMED TO SIMPLIFY COMPLIANCE WITH THE UNITED STATES
AND SWEDISH TAX REGIMES UNDER WHICH I AM REQUIRED TO REPORT.
'
WEST COAST DATA DESIGNS AB IS THE ENTITY I USE TO INVOICE LONGBOW ASSET MANAGEMENT. MR. BOTTOMLEY DEVOTES APPROXIMATELY 1 HOUR PER WEEK TO WEST COAST DATA DESIGNS AB.
CRS (Client Relationship Summary) - RIA
Click below to view Dwight Thomas Bottomley'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
October 13, 2016 - Present
LONGBOW ASSET MANAGEMENT
RIA
CRD#: 126193
HALMSTAD,
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".
LA
LONGBOW ASSET MANAGEMENT
BLSH CO. | LONGBOW ASSET MANAGEMENT COMPANY | LONGBOW ASSET MANAGEMENT | DOLLARHIDE INVESTMENT MANAGEMENT
CRD#: 126193 / SEC#: 801-121112
RIA
Registered Investment Advisory firm - (4/30/2021 Approved)Oklahoma
Registered Investment Advisory firm - (6/27/2012 Approved)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
Oklahoma(10/13/2016)
Exams
Current Firm
LA
LONGBOW ASSET MANAGEMENT
BLSH CO. | LONGBOW ASSET MANAGEMENT COMPANY | LONGBOW ASSET MANAGEMENT | DOLLARHIDE INVESTMENT MANAGEMENT
CRD#: 126193 / SEC#: 801-121112
RIA
Registered Investment Advisory firm - (4/30/2021 Approved)Oklahoma
Registered Investment Advisory firm - (6/27/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
401 South Boston Avenue Suite 100, Tulsa, OK 74103
Mailing Address
Phone number
(918) 295-9929
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 450 |
| AUM (Assets Under Management) | $ 131,426,670 |
Red Flags
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