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JD

Julian G. Dibona

GDS WEALTH MANAGEMENT
Flower Mound, TX 75022
Some features on this profile are disabled
CRD#: 7954379
JD

Professional summary

Julian Grant Dibona is a registered financial advisor currently at GDS WEALTH MANAGEMENT located in Flower Mound, Texas.

Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Julian has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julian Grant Dibona'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

July 18, 2024 - Present

GDS WEALTH MANAGEMENT

Office #1: 2910 Lakeside Village Blvd, Flower Mound, TX 75022
RIA
CRD#: 315934
Flower Mound, 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".
GW
GDS WEALTH MANAGEMENT
GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA
Registered Investment Advisory firm - (9/27/2021 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
(7/18/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/17/2024
Uniform Investment Adviser Law Examination

Current Firm

GW
GDS WEALTH MANAGEMENT
GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA
Registered Investment Advisory firm - (9/27/2021 Approved)
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Contact information

Main Address
2910 Lakeside Village Blvd, Flower Mound, TX 75022
Mailing Address
Phone number
(469) 212-8072
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (6 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

DISCLOSURE BROCHURE FOR GDS WEALTH MANAGEMENT (5/5/2025)

Regulatory assets under management

Total Number of Accounts3,420
AUM (Assets Under Management)$ 1,281,897,626

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

GDS WEALTH MANAGEMENT

CRD#: 315934Flower Mound, TX 75022

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