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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-28 |
Branch Locations
2615 Main Avenue, Durango, CO 81301 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors Dba Oxford Financial Planners | Durango | CO | 07/2025 | Present |
| Dynamic Wealth Advisors Dba Oxford Financial Planners | Durango | CO | 04/2025 | 07/2025 |
| Bella Vie Hair Studio | Durango | CO | 02/2012 | 04/2025 |
Jamie is the owner and stylist at a hair salon in Colorado called Bella Vie Hair Studio. Not investment related. Receives compensation through services. Jamie is an HR director at the Sky Ute casino. Not investment related. For compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
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