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David Gottstein

Dynamic Capital Management, Inc.

Anchorage, AK

CRD 2724569

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Employer firm

Dynamic Capital Management, Inc. CRD 116693

$13.1M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Dynamic Capital Management, Inc.

Anchorage, AK • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2023-05-05
  • AK RA
    APPROVED
    Since 2023-05-05

Branch Locations

Anchorage, AK • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dynamic Capital Management, Inc. Anchorage AK 05/1994 Present
Dynamic Research Group Anchorage AK 10/1988 Present
Previous Registrations
Other Businesses

Efficient Tax, LLC INVESTMENT RELATED 1007 West 3rd Avenue, Suite 203 ANCHORAGE, AK USA 99501 START DATE: 08/14/2009 TO: CURRENT POSITION HELD: CEO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-22
  • S65 Uniform Investment Adviser Law Examination
    1996-03-22

View on SEC IAPD

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