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9700 Village Center Drive Suite 50-A, Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-15 |
| CA | RA | APPROVED | 2013-06-14 |
Branch Locations
9700 Village Center Drive Suite 50-A, Granite Bay, CA 95746 • United States
Folsom, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Strategies, Llc | Granite Bay | CA | 06/2013 | Present |
(1) CA insurance agent- for fixed/health/accident/annuities/life/term insurance sales and services since 2008; less than 5% time spent. Conducted from office address of record. (2) CA real estate agent, since June 2013; non-investment related; less than 5% time spent. Conducted from office address of record. (3) Principal - Rosewind, LLC - General partner to pooled investment vehicle, since 6/2020, non-investment related. 10% time spent. Business conducted at office address of record.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-25 |
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