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Dynamic Wealth Strategies, LLC CRD 167594
$191M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9700 Village Center Drive Suite 50-A, Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-16 |
Branch Locations
9700 Village Center Drive, Suite 50-A, Granite Bay, CA 95746 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | San Diego | CA | 04/2007 | 12/2016 |
| Dynamic Wealth Strategies, Llc | San Diego | CA | 06/2017 | Present |
| Extended Travel | San Diego | CA | 01/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-21 |
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