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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-10-30 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors | Scottsdale | AZ | 10/2015 | Present |
Celeste Wall - Insurance Agent. Ms. Wall is an Independent Agent for various Life Insurance and Annuity products and receives commissions in connection with products if implemented by clients. Ms. Wall has been an insurance agent since 2009 and devotes approximately 1% of her time for this activity. This activity is investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-24 |
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