Derek Dansby has been Owner / Chief Compliance Officer of Brazos Wealth Advisors since September 2022, is a control person of the firm and directly owns between 50% and 75% of it. Derek Dansby holds a Bachelor's degree from Rice University and a Law degree from SMU Law School.
Brazos Wealth Advisors LLC is a Fort Worth, TX firm with $184M under management, 155 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Derek Dansby founded Dansby Wealth Management, a financial planning and investment firm, which later merged with SJK Financial Planning to form Brazos Wealth Advisors. He is a licensed Texas attorney focusing on trusts and estate planning.
Derek Dansby’s longest registration was 6 years at Dansby Wealth Management LLC (2017–2023). Before joining Brazos Wealth Advisors in 2023, Derek Dansby was registered through Dansby Wealth Management LLC and 360 Wealth Management, LLC.
- Brazos Wealth Advisors LLCCurrent– present · 3 yearsFort Worth, TX · Adviser representative · Firm CRD 323508
- Dansby Wealth Management LLC– · 6 yearsIowa Park, TX · Adviser representative · Firm CRD 286483
- 360 Wealth Management, LLC– · 4 yearsWichita Falls, TX · Adviser representative · Firm CRD 164109
- Edward Jones– · 6 yearsWichita Falls, TX · Adviser representative · Firm CRD 250
Professional designations
Listed by Brazos Wealth Advisors
- CFP®
Investment adviser representative registrations
Derek Dansby is registered as an investment adviser representative in Texas, since January 2023.
- TexasSince 12 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 February 2007 |
| Series 7 | General Securities Representative Examination | 30 January 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Derek William Dansby
- CRD
- 5265329
- Firm
- Brazos Wealth Advisors · CRD 323508
- Role
- Owner / Chief Compliance Officer
- Office
- 2833 CROCKETT ST., STE.102, Fort Worth, TX 76107
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brazoswa.com
Where does Derek Dansby work?
Derek Dansby has been Owner / Chief Compliance Officer of Brazos Wealth Advisors LLC since September 2022, and is a control person of the firm.
Is Derek Dansby a financial advisor?
Yes. Derek Dansby has a current investment-adviser registration in Texas, through Brazos Wealth Advisors since January 2023.
How many years of experience does Derek Dansby have?
Derek Dansby has 19 years in the financial industry, since January 2007, across 4 adviser firms.
What exams has Derek Dansby passed?
Derek Dansby has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2007. FINRA credited Derek Dansby with the SIE, which began in October 2018.
Where did Derek Dansby work before Brazos Wealth Advisors?
Before Brazos Wealth Advisors, Derek Dansby was registered through 360 Wealth Management, LLC, May 2013 to May 2017; Edward Jones, March 2007 to April 2013.
Where is Derek Dansby based?
Derek Dansby’s registered office is in Fort Worth, TX.
Is Derek Dansby registered with FINRA?
No. Derek Dansby has no current broker registration.
Is Derek Dansby a CFP?
Brazos Wealth Advisors lists Derek Dansby with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Derek Dansby’s record?
Search CRD 5265329 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Dansby’s full registration record.
