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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-10-18 |
| AZ | RA | APPROVED | 2019-03-29 |
Branch Locations
5134 N Central Avenue Suite 101, Phoenix, AZ 85012 • United States
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 |
|---|---|---|---|---|
| Pathlight Investors, Llc | Phoenix | AZ | 12/2015 | Present |
| Dynamic Wealth Advisors | Phoenix | AZ | 03/2019 | Present |
1. Mr. Panagiotakopoulos is a passive manager/member and minority owner of 3rd What Ventures, LLC. This activity is investment related. He has been involved with this entity since 5/2018. He spends 0% of his time involved in the activity. 2. Mr. Panagiotakopoulos is a passive member of Synergy Assets, LLC. This activity is investment related. He has been involved with this entity since 5/2015. He spends 0% of his time involved in the activity. 3. Mr. Panagiotakopoulos is an owner of rental property(s). He receives compensation through those rentals. He spends approximately 0-5% of his time involved in this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-08 |
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