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Current Employers
Dynasty Wealth Management, Llc

200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-22
  • FL RA
    APPROVED
    Since 2025-01-22

Branch Locations

200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • 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
Usaa Financial Advisors, Inc. Tampa FL 10/2014 10/2016
Usaa Financial Planning Services Tampa FL 10/2014 11/2016
Raymond James Financial Services, Inc. St. Petersburg FL 11/2016 03/2018
Raymond James Financial Services Advisors Inc. St. Petersburg FL 12/2016 03/2018
Lpl Financial Llc Tampa FL 04/2018 11/2022
J.W. Cole Financial, Inc. Tampa FL 11/2022 11/2024
J.W. Cole Advisors, Inc. Tampa FL 11/2022 11/2024
Dynasty Securities, Llc St. Petersburg FL 12/2024 Present
Dynasty Wealth Management, Llc St. Petersburg FL 01/2025 Present
Dynasty Financial Partners, Llc St. Petersburg FL 11/2024 Present
  • 10/2014 → 10/2016
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 10/2014 → 11/2016
    Usaa Financial Planning Services
    Tampa, FL
  • 11/2016 → 03/2018
    Raymond James Financial Services, Inc.
    St. Petersburg, FL
  • 12/2016 → 03/2018
    St. Petersburg, FL
  • 04/2018 → 11/2022
    Tampa, FL
  • 11/2022 → 11/2024
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 11/2022 → 11/2024
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 12/2024 → Present
    Dynasty Securities, Llc
    St. Petersburg, FL
  • 01/2025 → Present
    St. Petersburg, FL
  • 11/2024 → Present
    Dynasty Financial Partners, Llc
    St. Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-13
S63 Uniform Securities Agent State Law Examination 2012-06-22
  • S66 Uniform Combined State Law Examination
    2013-05-13
  • S63 Uniform Securities Agent State Law Examination
    2012-06-22
Other Names
  • Miguel A Saldana

View on SEC IAPD

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