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14749 W. Mountain View Blvd. Suite 144, Surprise, AZ 85374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors | Surprise | AZ | 08/2024 | Present |
| Self-Employed | South Jordan | UT | 07/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
| S66 | Uniform Combined State Law Examination | 2009-07-21 |
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