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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
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 offering sales of fixed insurance life, health, annuities, disability, & long term care since June 2011. Non-investment related. Approximately 10% time spent. Business conducted at office address of record. (2) Principal - Rosewind, LLC - General partner to pooled investment vehicle, since 6/2020, non-investment related. Less than 10% time spent. Business conducted at office address of record.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-12 |
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