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Dynamic CRD 151367
$5.64B regulatory AUM 56 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-21 |
Branch Locations
2376 Bulverde Road Suite 206, Bulverde, TX 78163 • 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 |
|---|---|---|---|---|
| Oxford Asset Management. Llc | San Antonio | TX | 10/2013 | 03/2018 |
| Dynamic Wealth Advisors | Phoenix | AZ | 03/2018 | Present |
Scott Rader is an Independent Insurance Agent and sells various insurance and annuity products and receives commissions in connection with these products if implemented by clients. Mr. Rader spends approximately 1% of his time involved in this activity. This activity is investment related. Certified "Ridercoach" with the State of Texas to conduct motorcycle rider/safety classes which also serves as a licensing course. NOT INVESTMENT RELATED. Consultant to the owner of a manufacturing facility, housing an industrial paint system. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-29 |
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