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DD

David M. Dorsett

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CRD#: 7833926
DD

Professional summary

Being a previously registered professional could mean that this person 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.

David Merriman Dorsett, who also goes by David Dorsett, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2024. David had worked at 2 firms and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

David Dorsett

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

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

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

Past

September 17, 2024 - March 5, 2025

GFG SOLUTIONS

RIA
CRD#: 331977
ORLANDO, FL
Past

June 21, 2024 - February 15, 2025

GFG SOLUTIONS

RIA
CRD#: 328988
ORLANDO, FL

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".
GS
GFG SOLUTIONS
GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS

CRD#: 331977 / SEC#: 801-130954

RIA
Registered Investment Advisory firm - (9/11/2024 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/22/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/21/2023
Securities Industry Essentials Examination

Current Firm

GS
GFG SOLUTIONS
GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS

CRD#: 331977 / SEC#: 801-130954

RIA
Registered Investment Advisory firm - (9/11/2024 Approved)
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Contact information

Main Address
150 N. Orange Street Suite 340, Orlando, FL 32801
Mailing Address
Phone number
(412) 740-7930
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts666
AUM (Assets Under Management)$ 228,602,386

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.

Company Information

GFG SOLUTIONS

CRD#: 331977

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