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Current Employers
Dynasty Wealth Management, Llc

200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-03
  • FL RA
    APPROVED
    Since 2025-11-03

Branch Locations

200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin Templeton Investor Services Llc St Petersburg FL 07/2013 06/2017
Franklin Templeton Distributors, Inc. St. Petersburg FL 06/2017 11/2020
Csenge Advisory Group Clearwater FL 11/2020 07/2025
Dynasty Financial Partners St. Petersburg FL 07/2025 Present
  • 07/2013 → 06/2017
    Franklin Templeton Investor Services Llc
    St Petersburg, FL
  • 06/2017 → 11/2020
    Franklin Templeton Distributors, Inc.
    St. Petersburg, FL
  • 11/2020 → 07/2025
    Csenge Advisory Group
    Clearwater, FL
  • 07/2025 → Present
    Dynasty Financial Partners
    St. Petersburg, FL
Previous Registrations
Other Businesses

Movie Talks & Chill (not investment-related) This is a movie Podcast. 555 Belcher Rd, Largo FL 3771 Title: General Partner; Start Date 7/2021 HRS PER MONTH: 6, HRS DURING TRADING HRS: 0, LESS THAN 10% OF INCOME AND TIME, Recording of content for podcast.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-08
  • S65 Uniform Investment Adviser Law Examination
    2021-05-08

View on SEC IAPD

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