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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-14 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cls Investments, Llc | Omaha | NE | 04/2011 | 03/2020 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 03/2020 | 06/2021 |
| Dynamic Wealth Advisors | Phoenix | AZ | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-22 |
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