Desiree Ann Longoria

Current Employers

Dynamic

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-03-23

TX RA
APPROVED

Since 2020-03-23

Branch Locations

3827 N 10Th Street Suite 104, Mcallen, TX 78501 • 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

Organization	City	State	From	To
Dynamic Wealth Advisors	Phoenix	AZ	03/2020	Present
Independent Insurance Agent	Mcallen	TX	08/2018	Present
Ruben Hinojosa Elementary School	Mission	TX	09/2011	08/2018

03/2020 → Present

Dynamic Wealth Advisors

Phoenix, AZ
08/2018 → Present

Independent Insurance Agent

Mcallen, TX
09/2011 → 08/2018

Ruben Hinojosa Elementary School

Mission, TX

Other Businesses

Desiree Longoria is an Independent Life and Health Insurance agent with various insurance companies that sells and services fixed life insurance products; she typically spends less than 5% of her time on this activity. This activity is investment related and she is paid commissions for any products sold. Ms. Longoria's family owns and operates El Perdido Ranch where they raise and sell cattle, this is not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-28

S65 Uniform Investment Adviser Law Examination

2019-10-28

Other Names

Desiree Longoria

View on SEC IAPD