DS
Dallis C. Shipe
D3 ADVISORS
Fort Walton Beach, FL
CRD#: 8119630
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DS
Dallis Calem ShipeD3 ADVISORS
Professional summary
Dallis Calem Shipe is a registered financial advisor currently at D3 ADVISORS LLC located in Fort Walton Beach, Florida.
Dallis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Dallis has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Dallis Calem Shipe'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 9, 2025 - Present
D3 ADVISORS LLC
RIA
CRD#: 337401
Fort Walton Beach, FL
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
Florida(10/9/2025)
Current Firm
DA
D3 ADVISORS LLC
D3 ADVISORS LLC
CRD#: 337401 / SEC#:
Florida
Registered Investment Advisory firm - (10/9/2025 Approved)Loading...
Contact information
Main Address
610 Vermont Avenue, Fort Walton Beach, FL 32547
Mailing Address
Phone number
(850) 585-0059
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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