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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-29 |
Branch Locations
5000 Birch Street, West Tower Suite 3000, Newport Beach, CA 92660 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midland National Life | Corona | CA | 09/2003 | 09/2020 |
| Galloway Asset Management, Llc | Mesa | AZ | 02/2013 | 11/2016 |
| Dynamic Wealth Advisors Dba Mike Acevedo Financial Planning | Scottsdale | AZ | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-27 |
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