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Riley Stephen Johnson

Dynamic

Phoenix, AZ

Salt Lake City, UT

CRD 7465381

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Employer firm

Dynamic CRD 151367

$5.64B regulatory AUM 56 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Dynamic

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-05-19
  • UT RA
    APPROVED
    Since 2022-05-19

Branch Locations

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

2150 S 1300 E #110, Salt Lake City, UT 84106 • 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
Fortress Asset Management Salt Lake City UT 07/2018 Present
Dynamic Wealth Advisors Phoenix AZ 07/2018 Present
Full Time Student Salt Lake City UT 01/2010 07/2018
  • 07/2018 → Present
    Fortress Asset Management
    Salt Lake City, UT
  • 07/2018 → Present
    Dynamic Wealth Advisors
    Phoenix, AZ
  • 01/2010 → 07/2018
    Full Time Student
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-18
  • S65 Uniform Investment Adviser Law Examination
    2022-05-18

View on SEC IAPD

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