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Dynamic Trading Management, LLC. CRD 142638
$117M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
245 Main Street 4Th Floor, White Plains, NY 10601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-04 |
| NY | RA | APPROVED | 2023-03-20 |
Branch Locations
245 Main Street 4Th Floor, White Plains, NY 10601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cabot Lodge Securities Llc | White Plains | NY | 06/2013 | Present |
| Dynamic Trading Management Llc | White Plains | NY | 02/2007 | Present |
| Dynamic Trading Management, Llc. | White Plains | NY | 02/2007 | Present |
TIM BRADLEY AGENCY; OWNER; 245 MAIN ST SUITE 440 WHITE PLAINS NY 10601, 6/2007, SALE OF FIXED PRODUCTS- INVESTMENT RELATED. 6 HRS/WK. Transactional business related to broker dealer and insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-21 |
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