Kushal Ashwin Shah

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-03

Branch Locations

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Mmwkm Advisors, Llc/Retirement Planners Of America	Woodland Hills	CA	08/2015	07/2019
Dynamic Wealth Advisors Dba Davinci Capital Partners	Phoenix	AZ	09/2019	Present

08/2015 → 07/2019

Mmwkm Advisors, Llc/Retirement Planners Of America

Woodland Hills, CA
09/2019 → Present

Dynamic Wealth Advisors Dba Davinci Capital Partners

Phoenix, AZ

2015-08-24 → 2019-08-13

Retirement Planners Of America

Woodland Hills, CA

Plano, TX
2009-01-14 → 2013-10-16

Td Ameritrade, Inc.

Thousand Oaks, CA
2009-01-14 → 2013-10-16

Td Ameritrade Investment Management, Llc

Oxnard, CA
2008-02-06 → 2008-09-03

Countrywide Investment Services, Inc.

Thousand Oaks, CA
2007-02-08 → 2007-09-20

Ubs Financial Services Inc.

Woodland Hills, CA
2006-02-28 → 2007-01-17

Ubs Financial Services Inc.

Hunt Valley, MD

Westlake Village, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-02-27