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Theresa Colette Standart

Dynamic

Chandler, AZ

Phoenix, AZ

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Current Employers
Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-02-27
  • AZ RA
    APPROVED
    Since 2023-02-27

Branch Locations

3100 W Ray Road Suite 201, Chandler, AZ 85226 • United States

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • 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
Charles Schwab & Co., Inc. Lone Tree CO 11/2003 10/2016
Dynamic Wealth Advisors Phoenix AZ 12/2016 10/2020
Autus Asset Management, Llc Scottsdale AZ 10/2020 02/2023
Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors Phoenix AZ 02/2023 Present
  • 11/2003 → 10/2016
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 12/2016 → 10/2020
    Dynamic Wealth Advisors
    Phoenix, AZ
  • 10/2020 → 02/2023
    Autus Asset Management, Llc
    Scottsdale, AZ
  • 02/2023 → Present
    Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors
    Phoenix, AZ
Previous Registrations
  • 2020-12-09 → 2023-02-23
    Autus Asset Management, Llc
    Scottsdale, AZ
  • 2018-10-05 → 2020-12-31
    Dynamic
    Chandler, AZ
    Phoenix, AZ
    Chandler, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-31
S63 Uniform Securities Agent State Law Examination 2006-11-17
  • S65 Uniform Investment Adviser Law Examination
    2018-08-31
  • S63 Uniform Securities Agent State Law Examination
    2006-11-17

View on SEC IAPD

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