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14749 W. Mountain View Blvd. Suite 144, Surprise, AZ 85374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2015-01-05 |
Branch Locations
14749 W. Mountain View Blvd. Suite 144, Surprise, AZ 85374 • 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 |
|---|---|---|---|---|
| Support Co. - Insurance | Sun City | AZ | 02/2010 | Present |
| Luna Wealth Management | Sun City West | AZ | 03/2011 | Present |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 07/2014 | Present |
| Dynamic Wealth Advisors | Surprise | AZ | 07/2014 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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