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Andover, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-10-26 |
| MN | RA | APPROVED | 2022-08-08 |
| NY | RA | APPROVED | 2022-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | St Paul | MN | 11/2013 | 04/2022 |
| Dynic Wealth Management Llc | Andover | MN | 04/2022 | Present |
1. Concordia University; Not Investment Related; 1282 Concordia Ave, , St. Paul, MN. 55104; University; Adjunct Professor; Teaching undergrad economics courses--usually 1 per semester; 11/1/2025; 20 Hours per month 2. University of St. Thomas; Not Investment Related; 2115 Summit Ave, , St. Paul, MN. 55105; Adjunct Professor; Teaching undergrad finance classes--usually 1 per semester; 3/1/2026; 20 hours per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-21 |
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