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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 |
|---|---|---|---|
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-18 |
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