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4615 Chadwick Rd Suite 1, Cedar Falls, IA 50613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-08-25 |
| TX | RA | APPROVED | 2017-08-25 |
Branch Locations
4615 Chadwick Road, Suite 1, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 08/2017 |
| Mutual Securities, Inc. | Camarillo | CA | 08/2017 | Present |
| Dynamic Financial Group, Llc | Cedar Falls | IA | 08/2017 | Present |
1. DYNAMIC FINANCIAL GROUP, LLC, START DATE: 8/25/17, 4615 CHADWICK ROAD, STE 1, CEDAR FALLS, IOWA 50613, RIA, OWNER & FINANCIAL ADVISOR, INVESTMENT RELATED, 170 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS. 2. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START DATE: 01/01/06, 4615 CHADWICK ROAD, STE 1, CEDAR FALLS, IOWA 50613, INSURANCE AGENCY/AGENT, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, .25 HOURS PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-19 |
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