Gary Lynn Luna

Employer firm

Dynamic Wealth Advisors CRD 169792

$193M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  Support Co. - Insurance
  Sun City, AZ
• 03/2011 → Present
  Luna Wealth Management
  Sun City West, AZ
• 07/2014 → Present
  Leigh Baldwin & Co., Llc
  Cazenovia, NY
• 07/2014 → Present
  Dynamic Wealth Advisors
  Surprise, AZ

Previous Registrations

• 2012-12-20 → 2014-07-01
  Kms Financial Services, Inc.
  Seattle, WA
  Surprise, AZ
  Surprise, AZ

Other Businesses

1. FIXED INSURANCE & ANNUITY; NON INVESTMENT RELATED: 2/2010-PRESENT: 2 HRS/WK DURING MARKET HOURS: 100% OWNERSHIP. 2. LUNA WEALTH MANAGEMENT - INVESTMENT RELATED - SUN CITY WEST, AZ. - SAME ADDRESS - OWNER OF SUPPORT COMPANY. STARTED 03/07/2011. 0 HOURS WEEKLY, 0 DURING TRADING HOURS. 3. DYNAMIC WEALTH MANAGEMENT - INVESTMENT RELATED - 14780 W MOUNTAIN VIEW BLVD #211, SURPRISE, AZ 85374 - ENTITY AND PUBLIC NAME FOR INVESTMENT ADVISORY SERVICES, 160 HR/MO, 120 HR/MO DURING TRADING - 2013. 4. DYNAMIC TAX ADVISORS- CPA; NON INVESTMENT RELATED; 33% OWNER; 15-20 HRS/WEEK DURIGN MARKET HOURS DURING TAX SEASON.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-09-30

Designations

• Certified Financial Planner