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Cherie Jean Jolly

Dynamic

Phoenix, AZ

Peoria, AZ

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Current Employers
Dynamic

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2017-03-24
  • AZ RA
    APPROVED
    Since 2017-03-24

Branch Locations

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

Peoria, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anchor Compliance Support, Llc Tulsa OK 04/2016 11/2016
Dynamic Wealth Advisors Scottsdale AZ 11/2016 Present
  • 04/2016 → 11/2016
    Anchor Compliance Support, Llc
    Tulsa, OK
  • 11/2016 → Present
    Dynamic Wealth Advisors
    Scottsdale, AZ
Previous Registrations
  • 2014-02-27 → 2016-04-15
    Cavanal Hill Investment Management, Inc.
    Tulsa, OK
  • 2014-02-27 → 2016-03-31
    Bok Financial Securities, Inc.
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
    Tulsa, OK
  • 2011-07-13 → 2013-11-04
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
  • 2007-09-19 → 2009-06-29
    Zions Capital Advisors, Inc.
    Salt Lake City, UT
    Salt Lake City, UT
  • 2005-05-19 → 2007-04-23
    Allegis Advisors, Inc.
    Salt Lake City, UT
  • 2004-12-09 → 2004-12-15
    Householder Group, Estate & Retirement Specialists
    Phoenix, AZ
  • 2001-03-23 → 2004-10-05
    Osaic Fa, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-19
  • S66 Uniform Combined State Law Examination
    2000-10-19
Other Names
  • Cherie Jean Cook

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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