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Dynamic CRD 151367
$5.64B regulatory AUM 56 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-08 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
790 Estate Drive Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Chicago | IL | 03/2021 | Present |
| Hilton Chicago | Chicago | IL | 01/2019 | 03/2020 |
| Seven Lions Restaurant | Chicago | IL | 05/2014 | 01/2019 |
| Unemployed | Chicago | IL | 03/2020 | 03/2021 |
| Dynamic Wealth Advisors Dba Werth Weil Wealth Management Inc. | Deerfield | IL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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