Best Investors
Account
Sign in
14749 W. Mountain View Blvd. Suite 144, Surprise, AZ 85374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2014-07-18 |
Branch Locations
14749 W. Mountain View Blvd. Suite 144, Surprise, AZ 85374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Management | Peoria | AZ | 02/2012 | Present |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 02/2014 | Present |
| Dynamic Wealth Advisors | Surprise | AZ | 07/2014 | Present |
4/2013: FIXED INSURANCE, NON INVESTMENT RELATED, MINIMAL HOURS/MONTH. SEASONAL TAX RETURN PREPARATION, NON INVESTMENT RELATED, 20 HRS/WEEK IN FEB AND MARCH AND PART OF APRIL ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-11 |
Reach out to this advisor