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DREAMS INVESTMENT SOLUTIONS

FOLSOM, CA · CRD 339186 · IAPD ↗ · investwithdreams.com · 9162141820

$0Regulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

45
September 2026 — DREAMS INVESTMENT SOLUTIONS moved its main office from SARASOTA, FL to FOLSOM, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
February 2026 — DREAMS INVESTMENT SOLUTIONS (SARASOTA, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.