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Why Go?

Why Go?

The National Due Diligence Alliance, also known as TNDDA, was founded in 2003 as a non-profit trade association to provide a premier forum for independent broker-dealers, advisors and family offices and alternative investment product and service sponsors, law firms and research analysts to facilitate the due diligence process for the benefit of the investing product.

Registration

Hotel Information

Hotel Information

All TNDDA November 2025 events will take place at:

Marriott Dallas Uptown
3033 Fairmount Street
Dallas, TX 75201

Sponsors & Affiliates: Book your room here. Book by Thursday, October 9, to ensure the $259 room rate.

Schedule

Schedule

  • Sunday, November 2
    2:00 PM - 3:00 PM
    "Shop Talk"
    Informal Broker-Dealer & RIA round table
    3:10 PM - 4:30 PM
    General Session: Sponsor Presentations

    3:10-3:30 pm     Sovereign Partners

    3:30-3:50 pm     Veritas Group

    3:50-4:10 pm     MDS Energy Development

    4:10-4:30 pm     Purified Resource Partners

    4:30 PM - 5:10 PM
    Closed Broker-Dealer/RIA Session
    5:10 PM - 5:30 PM
    Legislative & Regulatory Session
    5:30 PM - 5:45 PM
    General Session: Vendor Presentations

    5:30-5:35 pm     Inspira Financial

    5:35-5:40 pm     Great Lakes Fund Solutions

    5:40-5:45 pm     Vistra Fund Solutions

    5:45 PM - 7:00 PM
    Sponsor Exhibits & Cocktail Reception

    Sponsored by:

  • Monday, November 3
    7:30 AM - 8:30 AM
    Breakfast & Networking
    8:30 AM - 9:50 AM
    General Session: Sponsor Presentations

    8:30-8:30 am     Trinity Investors

    8:50-9:10 am     Lukrom

    9:10-9:30 am     Becknell Industrial

    9:30-9:50 am     U.S. Energy Development Corporation

    9:50 AM - 10:20 AM
    Sponsor Exhibits & Break
    10:20 AM - 11:00 AM
    General Session: Sponsor Presentations

    10:20-10:40 am     Carter Funds / Aphorio Carter Critical Infrastructure Fund II

    10:40-11:00 am     Appreciation Homes

    11:00 AM - 11:50 AM
    Closed Broker-Dealer/RIA Session
    11:50 AM - 1:00 PM
    Lunch & Networking
    1:00 PM - 2:20 PM
    Sponsor Workshop

    Honors Way Group

    Bonaventure

    VeltHome / Wall2Main

    Axxes Capital

    2:20 PM - 2:50 PM
    Sponsor Exhibits & Break
    2:50 PM - 3:50 PM
    General Session: Sponsor Presentations

    2:50-3:10 pm     Arden Group

    3:10-3:30 pm     VeltHome / Wall2Main

    3:30-3:50 pm     Capital Square

    3:50 PM - 4:30 PM
    Closed Broker-Dealer/RIA Session
    4:45 PM - 6:00 PM
    Sponsor Exhibits & Cocktail Reception

    Sponsored by:

  • Tuesday, November 4
    7:45 AM - 8:45 AM
    Breakfast & Networking
    8:45 AM - 9:45 AM
    General Session: Sponsor Presentations

    8:45-9:05 am     Renaissance Growth Partners

    9:05-9:25 am     Trellis Energy Partners

    9:25-9:45 am     Boardwalk Wealth

    9:45 AM - 10:15 AM
    Closed Broker-Dealer/RIA Session
    10:15 AM - 11:45 AM
    Sponsor Lightning Round

    10:15-10:20 am     Sovereign Partners

    10:20-10:25 am     Veritas Group

    10:25-10:30 am     MDS Energy Development

    10:30-10:35 am     Purified Resource Partners

    10:35-10:40 am     Trinity Investors

    10:40-10:45 am     Lukrom

    10:45-10:50 am     Becknell Industrial

    10:50-10:55 am     U.S. Energy Development Corporation

    10:55-11:00 am     Carter Funds / Aphorio Carter Critical Infrastructure Fund II

    11:00-11:05 am     Appreciation Homes

    11:05-11:10 am     Honors Way Group

    11:10-11:15 am     Bonaventure

    11:15-11:20 am     VeltHome / Wall2Main

    11:20-11:25 am     Axxes Capital

    11:25-11:30 am     Arden Group

    11:30-11:35 am     Capital Square

    11:35-11:40 am     Renaissance Growth Partners

    11:40-11:45 am     Trellis Energy Partners

Attending Firms

Attending Firms

As of 10/21/2025

Broker-Dealers and RIAs

ABL, Inc.
Accretive Wealth Management, LLC
AIAC Group
Alliance Global Partners
Alta Financial Group
American Trust Investment Services
Arkadios Capital
Arete Wealth Management
Augment Capital, LLC
Cabin Securities
Concorde Asset Management, LLC
CORPORATE INVESTMENTS GROUP, INC.
COURTLANDT SECURITIES CORPORATION
Crescent Securities Group Inc
CreativeOne Securities
D.H. Hill Securities, LLLP
Emerson Equity LLC
Eureka Wealth Solutions
Ferguson Shapiro
Financial Service Group
FourStar Wealth Advisors
Golden Eagle Securities Inc.
GRAnderson Wealth Management Group, Inc.
HarMONEY Financial, LLC
HBKS Wealth Advisors
IBN Financial Services, Inc.
Institutional Securities Corporation
International Assets Advisory, LLC
Legacy Wealth Management, LLC
Livingston Securities
Magnolia Private Wealth, LLC
Metric Financial
MHL Investments
Moloney Securities Co., Inc.
Money Concepts Capital Corp.
MSC - BD, LLC
MSF Capital Advisors LLC
Naples Asset Management Co, LLC
Nashional Investments/Jefferson Nash
Ni Advisors, Inc.
Nobles & Richards
Nova Capital Solutions, LLC
Oak Tree Securities Inc.
Revolution Capital
Saxony Securities
South Pointe Advisors
The Family Wealth Consultants, Inc
The Institute for Wealth
The Merchants Financial Group, Ltd.
Third Seven Capital
VESTECH Securities, Inc.
Wealthhouse Advisors
WestPark Capital

 

 

 

Third-Party Consultants, Due Diligence Firms, MBDs

The Bowman Law Firm

Buttonwood Due Diligence

Factright, LLC

Hana Solutions

Mick Law PC, LLO

Skyway Capital Markets

Williams Mullen

 

Presenting Sponsors

Presenting Sponsors

Gold

 

 

Silver

 


Bronze


 


 


 


 


 

 


 

 

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