Alano David Massi

Current Employers

Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-12-13
FL	RA	APPROVED	2019-11-19
NV	RA	APPROVED	2017-12-13
CA	RA	APPROVED	2017-12-08

AZ RA
APPROVED

Since 2022-12-13
FL RA
APPROVED

Since 2019-11-19
NV RA
APPROVED

Since 2017-12-13
CA RA
APPROVED

Since 2017-12-08

Branch Locations

23622 Calabasas Road Suite 102, Calabasas, CA 91302 • United States

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • 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

Organization	City	State	From	To
Steel Peak Wealth Management, Llc	Woodland Hills	CA	03/2014	12/2017
Dynamic Wealth Advisors Dba Palm Capital Management Llc	Scottsdale	AZ	12/2017	Present

03/2014 → 12/2017

Steel Peak Wealth Management, Llc

Woodland Hills, CA
12/2017 → Present

Dynamic Wealth Advisors Dba Palm Capital Management Llc

Scottsdale, AZ

Previous Registrations

2014-03-07 → 2018-01-17

Steelpeak Wealth, Llc

Los Angeles, CA

Henderson, NV

Other Businesses

Mr. Massi is an independent Life Insurance Agent with various insurance companies. He conducts this business under his dba of Palm Capital Management LLC. Mr. Massi spends approximately 1-5% of his time in this capacity. As an insurance agent, Mr. Massi receives commissions from the various insurance companies whose products are sold. Palm Risk Management: Alano is the manager of the LLC and licensed insurance agent. Alano also sells insurance products and Education planning. Alano spends approx. 10 hours per month on this activity. Insurance is investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-04-15

S65 Uniform Investment Adviser Law Examination

2013-04-15

Designations

View on SEC IAPD