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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-04 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
515 Marin Street, Suite 300, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors Dba Crestview Capital Management | Phoenix | AZ | 04/2022 | Present |
| Paysafe Group | Westlake Village | CA | 01/2021 | 03/2022 |
| Abercrombie & Fitch Co | Thousand Oaks | CA | 02/2018 | 07/2018 |
| Moorpark Country Club | Moorpark | CA | 04/2017 | 08/2017 |
| Aldo Group | Thousand Oaks | CA | 05/2016 | 09/2016 |
| California Lutheran University | Thousand Oaks | CA | 08/2017 | 01/2021 |
| Fulltime Student | Moorpark | CA | 01/2012 | 04/2017 |
Mr. Dubreuil is owner of 1% of Aculis Inc. as of December 2024 This activity is not investment related. Aculis is a new venture with a focus on helping advisor and support staff save time on administrative tasks using artificial intelligence. He spends approximately 3 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-28 |
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