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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2024-10-17 |
| OH | RA | APPROVED | 2018-03-16 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
4450 Belden Village Street Nw Suite 809, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yellowstone Partners | Idaho Falls | ID | 01/2012 | 03/2018 |
| Dynamic Wealth Advisors Dba Hardesty Partners | Scottsdale | AZ | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-28 |
| S66 | Uniform Combined State Law Examination | 1999-12-16 |
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