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Steven Philip Kulesza

Dynamic

Cave Creek, AZ

Phoenix, 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 2022-11-28
  • AZ RA
    APPROVED
    Since 2022-11-28

Branch Locations

Cave Creek, AZ • United States

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • 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
M.S. Howells & Co Scottsdale AZ 10/2019 10/2022
Msh Capital Advisors Llc Scottsdale AZ 10/2019 10/2022
Charles Schwab & Co., Inc. Phoenix AZ 10/2015 10/2019
Dynamic Wealth Advisors Phoenix AZ 10/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-12
  • S66 Uniform Combined State Law Examination
    2003-09-12
Designations

View on SEC IAPD

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