Ryan C. Dilworth

REQUISITE CAPITAL MANAGEMENT LLC

Dallas, TX 75219

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CRD#: 5127997

Professional summary

Ryan Chase Dilworth is a registered financial advisor currently at REQUISITE CAPITAL MANAGEMENT LLC located in Dallas, Texas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 6 firms and has passed the Series 66, SIE, Series 34, Series 3, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Requisite Capital Management LLC, investment related, 8177 Preston Road, Suite 300, Dallas, TX 75225, RIA, Executive Director, 6/17/2017, 160 hours/month, all during securities trading hours, ED Investments, portfolio management, research due diligence and risk management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Chase Dilworth's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 16, 2017 - Present

REQUISITE CAPITAL MANAGEMENT LLC

Office #1: 4001 Maple Avenue Suite 290, Dallas, TX 75219

RIA

CRD#: 283107

Dallas, TX

Past

June 22, 2017 - December 31, 2018

PWP SECURITIES LLC

CRD#: 171349

Dallas, TX

Past

August 4, 2011 - July 14, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DALLAS, TX

Past

August 4, 2011 - July 14, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DALLAS, TX

Past

June 1, 2009 - October 14, 2010

MORGAN STANLEY

RIA

CRD#: 149777

AUSTIN, TX

Past

June 1, 2009 - October 14, 2010

MORGAN STANLEY

CRD#: 149777

AUSTIN, TX

Past

January 15, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

AUSTIN, TX

Past

January 15, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

AUSTIN, TX

Past

March 21, 2007 - January 27, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

AUSTIN, TX

Past

March 21, 2007 - January 27, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

AUSTIN, TX

Past

November 6, 2006 - March 5, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

AUSTIN, TX

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".

REQUISITE CAPITAL MANAGEMENT LLC

REQUISITE CAPITAL MANAGEMENT LLC | SPRING ADVISORS, LLC

CRD#: 283107 / SEC#: 801-110215

RIA

Registered Investment Advisory firm - (6/2/2017 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

Texas
(6/16/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 34

Date: 10/15/2010

Retail Off-Exchange FOREX Examination

General Industry/Product Exam

Series 3

Date: 4/7/2009

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 9/10/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/3/2006

General Securities Representative Examination

Current Firm

REQUISITE CAPITAL MANAGEMENT LLC

REQUISITE CAPITAL MANAGEMENT LLC | SPRING ADVISORS, LLC

CRD#: 283107 / SEC#: 801-110215

RIA

Registered Investment Advisory firm - (6/2/2017 Approved)

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Contact information

Main Address

4001 Maple Avenue Suite 290, Dallas, TX 75219

Mailing Address

Phone number

(469) 373-3399

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REQUISITE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (5/5/2025)

Regulatory assets under management

Total Number of Accounts	796
AUM (Assets Under Management)	$ 1,987,793,761

Red Flags

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.

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Advisor Monitoring

Firm Stability Insights

Ryan C. Dilworth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Chase Dilworth's CRS (Customer Relationship Summary).

Certified licenses

Experience

PWP SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

REQUISITE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2006

SIE

Date: 10/1/2018

Series 34

Date: 10/15/2010

Series 3

Date: 4/7/2009

Series 31

Date: 9/10/2007

Series 7

Date: 11/3/2006

Current Firm

REQUISITE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REQUISITE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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