Jose Guadalupe Longoria

Current Employers

Dynamic

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-03-21

TX RA
APPROVED

Since 2018-03-21

Branch Locations

3827 N 10Th Street Suite 104, Mcallen, TX 78501 • United States

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

Disclosures

2 disclosure categories 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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Oxford Asset Management, Llc	Mcallen	TX	11/2006	03/2018
Dynamic Wealth Advisors	Phoenix	AZ	03/2018	Present

11/2006 → 03/2018

Oxford Asset Management, Llc

Mcallen, TX
03/2018 → Present

Dynamic Wealth Advisors

Phoenix, AZ

Previous Registrations

2006-09-13 → 2018-05-09

Oxford Asset Management, Llc

Mcallen, TX
2007-02-20 → 2009-06-02

Momentum Independent Network Inc.

Dallas, TX

Edinburg, TX

Other Businesses

MR. LONGORIA IS AN INSURANCE AGENT SINCE 2006; LOCATED AT 3827 N 10TH STREET, SUITE 104 IN McALLEN TX. HE DEDICATES LESS THAN 1 HOUR A MONTH AND OFFERS MOSTLY FIXED PRODUCTS AND TERM LIFE INSURANCE. HE IS COMPENSATED BY RECEIVING COMMISSION FOR THE PRODUCTS SOLD. THIS IS INVESTMENT RELATED. MR. LONGORIA'S FAMILY OSWNS AND OPERATES EL PERDIDO RANCH WHERE THEY RAISE AND SELL CATTLE. NOT INVESTEMENT RELATED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-09-01
S63	Uniform Securities Agent State Law Examination	1995-08-28

S65 Uniform Investment Adviser Law Examination

2006-09-01
S63 Uniform Securities Agent State Law Examination

1995-08-28

Other Names

Pepe Guadalupe Longoria
Joe Longoria

View on SEC IAPD