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MP

Michael L. Pettit

DORNICK WEALTH MANAGEMENT
DALLAS, TX 75204
Some features on this profile are disabled
CRD#: 7852285
MP

Professional summary

Michael Levi Pettit, who also goes by Levi Pettit, is a registered financial advisor currently at DORNICK WEALTH MANAGEMENT located in Dallas, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Levi Pettit

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.
L&E Properties, LLC, Non-investment related; 3641 Maplewood Ave. Dallas, TX 75205; Real Estate; Associate; 08/2023; 0-5 hrs month; 0 hours during trading; real estate rental properties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Levi Pettit'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®
None

Experience

Current

April 24, 2025 - Present

DORNICK WEALTH MANAGEMENT

Office #1: 4131 N Central Expressway, Suite 900, Dallas, TX 75204
RIA
CRD#: 335053
DALLAS, TX
Past

February 14, 2024 - December 31, 2024

OAK HILLS SECURITIES, INC.

BD
CRD#: 145579
OKLAHOMA CITY, OK

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
(4/24/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/28/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/14/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2023
Securities Industry Essentials Examination

Current Firm

DW
DORNICK WEALTH MANAGEMENT
DORNICK WEALTH MANAGEMENT | DORNICK WEALTH MANAGEMENT LLC

CRD#: 335053 / SEC#:

Texas
Registered Investment Advisory firm - (4/24/2025 Approved)
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Contact information

Main Address
4131 N Central Expressway, Suite 900, Dallas, TX 75204
Mailing Address
25 Highland Park Village Ste 100-577, Dallas, TX 75205
Phone number
(214) 945-2126
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts41
AUM (Assets Under Management)$ 62,264,765

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

DORNICK WEALTH MANAGEMENT

CRD#: 335053Dallas, TX 75204

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