Best Investors Account Sign in
Inactive

Kiernan Richard Shea Easton

Dynamic Wealth Solutions LLC

Southfield, MI

CRD 6414879

Claim This Profile
Employer firm

Dynamic Wealth Solutions LLC CRD 170573

$102M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Dynamic Wealth Solutions Llc

29777 Telegraph Rd. Suite 2417, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-03-30
  • MI RA
    APPROVED
    Since 2015-03-30

Branch Locations

29777 Telegraph Rd. Suite 2417, Southfield, MI 48034 • 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
Dynamic Wealth Solutions Llc Farmington MI 03/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-28
S63 Uniform Securities Agent State Law Examination 2015-01-06
  • S65 Uniform Investment Adviser Law Examination
    2015-03-28
  • S63 Uniform Securities Agent State Law Examination
    2015-01-06

View on SEC IAPD

More in Southfield, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor