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Glendale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2007-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Financial Solutions, Llc | Phoenix | AZ | 08/2007 | Present |
| Profound Financial, Pllc | Glendale | AZ | 02/2009 | Present |
| Equitable Tax Solutions, Llc | Phoenix | AZ | 07/2008 | Present |
| Department Of Economic Security, Financial Services Adm. | Phoenix | AZ | 09/2010 | Present |
| Liberty Tax Services Dba Rka Tax, Llc | Phoenix | AZ | 01/2010 | Present |
DYNAMIC FINANCIAL SOLUTIONS, LLC P.O. BOX 83976 PHOENIX, AZ 85071 INVESTMENT-RELATED; OWNERSHIP 100% DEPARTMENT OF ECONOMIC SECURITY FINANCIAL SERVICES ADMINISTRATION 1789 W. JEFFERSON, 4TH FLOOR N.E. PHOENIX, AZ 85007 FINANCIAL ANALYST, NONINVESTMENT-RELATED ACTIVITY, OWNERSHIP 0%. AZ NATURALS P.O. BOX 83976 PHOENIX, AZ 85071 NONINVESTMENT-RELATED ACTIVITY. FOUNDER & OFFICER. VOLUNTEER MANAGER & COACH FOR 501(C)3 NON-PROFIT YOUTH BASEBALL & FOOTBALL SPORTS ORGANIZATION. INDEPENDENT INSURANCE AGENT. TIME SPENT 10%, OWNERSHIP 100% INDEPENDENT CONTRACTOR FOR ACCOUNTING & TAX PREPARATION SERVICES FOR LIBERTY TAX SERVICES DBA RKA TAX, LLC; PROFOUND FINANCIAL, PLLC; & EQUITABLE TAX SOLUTIONS, LLC. NONINVESTMENT-RELATED ACTIVITY. SEASONAL. OWNERSHIP 0%. DANI GARDINER, CPA, MBA PROFOUND FINANCIAL, PLLC 7121 W. BELL ROAD SUITE 130 GLENDALE, AZ 85308 KYLE ANDERSON LIBERTY TAX SERVICES DBA RKA TAX, LLC 3528 W. GLENDALE AVE PHOENIX, AZ 85051 EQUITABLE TAX SOLUTIONS, LLC 24817 N. 37TH LANE GLENDALE, AZ 85310
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-01 |
| S66 | Uniform Combined State Law Examination | 2004-11-27 |
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