Best Investors Account Sign in
Inactive

Parker Elliott Dubreuil

Dynamic

Phoenix, AZ

Thousand Oaks, CA

CRD 7528806

Claim This Profile
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
CA RA APPROVED 2022-04-04
  • CA RA
    APPROVED
    Since 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

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 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
  • 04/2022 → Present
    Dynamic Wealth Advisors Dba Crestview Capital Management
    Phoenix, AZ
  • 01/2021 → 03/2022
    Paysafe Group
    Westlake Village, CA
  • 02/2018 → 07/2018
    Abercrombie & Fitch Co
    Thousand Oaks, CA
  • 04/2017 → 08/2017
    Moorpark Country Club
    Moorpark, CA
  • 05/2016 → 09/2016
    Aldo Group
    Thousand Oaks, CA
  • 08/2017 → 01/2021
    California Lutheran University
    Thousand Oaks, CA
  • 01/2012 → 04/2017
    Fulltime Student
    Moorpark, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-28
  • S65 Uniform Investment Adviser Law Examination
    2022-01-28
Other Names
  • Parker Dubreuil

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Phoenix, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor