David Jeffery Marques Matuszak

Current Employers

Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2019-05-06

AZ RA
APPROVED

Since 2019-05-06

Branch Locations

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Scottsdale, AZ • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Pathlight Investors, Llc	Phoenix	AZ	07/2014	05/2019
Dynamic Wealth Advisors Dba Djm Wealth Strategies	Phoenix	AZ	05/2019	Present

07/2014 → 05/2019

Pathlight Investors, Llc

Phoenix, AZ
05/2019 → Present

Dynamic Wealth Advisors Dba Djm Wealth Strategies

Phoenix, AZ

Previous Registrations

2014-08-07 → 2019-05-31

Pathlight Investors, Llc

Phoenix, AZ
2012-04-25 → 2014-09-30

Dynamic

Phoenix, AZ
2009-11-18 → 2012-12-31

Djm Wealth Strategies, Llc

Scottsdale, AZ
2006-03-28 → 2011-02-28

Envision Capital Management Ltd

Scottsdale, AZ
2006-03-28 → 2008-12-31

Envision Capital Management Ltd

Scottsdale, AZ
2002-07-12 → 2003-10-04

Premium Asset Management, Inc.

Phoenix, AZ
1997-06-16 → 2003-05-22

Garson Investments Inc

Phoenix, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-03-10
S65	Uniform Investment Adviser Law Examination	1997-03-18

S66 Uniform Combined State Law Examination

2006-03-10
S65 Uniform Investment Adviser Law Examination

1997-03-18

View on SEC IAPD

Current Employers

Dynamic

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

Reviews