AdFi
DM

Darrell Martin Mitchell

Investment Adviser Representative at DFS Advisory

Denton, TXCRD #6313329Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Darrell Martin Mitchell is an investment adviser representative with DFS Advisory in Denton, TX, where they have been registered since 2023. They have worked in the securities industry since 2014 and have been registered with 4 firms, including BFC Planning, Inc. and J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Office

1204 Bent Oaks Ct., Ste. 120
Denton, TX 76210

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/5/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 5/3/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/26/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

DFS AdvisoryCurrent
6/6/2023 – Denton, TX
BFC Planning, Inc.
7/31/2017 – 7/3/2023Denton, TX
J.p. Morgan Securities LLC
6/11/2015 – 7/12/2017Highland Village, TX
Strategic Advisers, Inc.
12/10/2014 – 5/12/2015Westlake, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Jpmorgan Chase BANK
    May 2015 – Jul 2017Highland Village, TX
  2. Jpmorgan Securities LLC
    May 2015 – Jul 2017Highland Village, TX
  3. Securities Management Research, Inc.
    Jul 2017 – Jun 2023Denton, TX
  4. BFC Planning, Inc.
    Jul 2017 – no end date reportedDenton, TX
  5. Team Hays Inc. dba Distinct Financial Solutions
    Jun 2023 – no end date reportedDenton, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About DFS Advisory

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial Organization, Insurance, Retirement, and Business Planning.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Financial PlanningFinancial OrganizationInsuranceRetirement PlanningBusiness Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Denton, TX
SEC file number:
801-127517

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 6, 2026

View full firm profile

Other advisors at DFS Advisory

2 other advisors in the directory

View DFS Advisory firm profile

Similar advisors in Denton, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Darrell Martin Mitchell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched