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RIA / WealthAdvisorChartered Financial Consultant57 years in industry

DAVID MICHAEL BREEDLOVE

Advisor at DEAN WEALTH MANAGEMENT, LLC

Lindale, TX

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Search this name across graphsid dfx:ria:1c4213a7-a5c4-8ce1-1cfc-dff57f54afa8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 27, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DEAN WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1969earliest registration or exam on IAPD
Years in industry: 57derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jun 4, 1996
First registration: Jul 27, 2001
Dual registered: no
Other names: MIKE BREEDLOVE|DAVID MICHAEL BREEDLOVE
IAPD individual key: 29577

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DEAN WEALTH MANAGEMENT, LLC	State registered	Nov 9, 2020	n/a	yes	Lindale, TX	Current employment
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Nov 19, 2013	Nov 3, 2020	no	TYLER, TX\|ANN ARBOR, MI	Previous registration
ONYX WEALTH ADVISORS, INC.	Former SEC adviser	Feb 26, 2007	Dec 31, 2013	no	DALLAS, TX	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Sep 5, 2002	Feb 13, 2007	no	TYLER, TX	Previous registration
WALNUT STREET ADVISERS INC	n/a	Jul 27, 2001	Jul 31, 2002	no	TYLER, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONCORDE ASSET MANAGEMENT, LLC	DEAN WEALTH MANAGEMENT, LLC	Nov 3, 2020	Nov 9, 2020	6	Firm change	Ibd to state RIA
ONYX WEALTH ADVISORS, INC.	CONCORDE ASSET MANAGEMENT, LLC	Dec 31, 2013	Nov 19, 2013	-42	Firm change after gap	Other
AMERICAN GENERAL SECURITIES INCORPORATED	ONYX WEALTH ADVISORS, INC.	Feb 13, 2007	Feb 26, 2007	13	Firm change	Other
WALNUT STREET ADVISERS INC	AMERICAN GENERAL SECURITIES INCORPORATED	Jul 31, 2002	Sep 5, 2002	36	Firm change	Other

Relationships

Registered with (5)

→ DEAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 9, 2020 to presentfactForm ADV
→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 19, 2013 to Nov 3, 2020factForm ADV
→ ONYX WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 26, 2007 to Dec 31, 2013factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Sep 5, 2002 to Feb 13, 2007factForm ADV
→ WALNUT STREET ADVISERS INCRegistered adviserregistration: previous registration
Jul 27, 2001 to Jul 31, 2002factForm ADV

Dated events

No dated event names this entity yet.