Luka Erceg

Current Employers

Employment History

• 01/2013 → 09/2020
  Erceg, Llc
  San Diego, CA
• 10/2020 → Present
  Dynamique Capital Advisors, Llc
  San Diego, CA
• 02/2021 → 09/2023
  Barrier Free Living
  New York, NY
• 10/2020 → Present
  Erceg Partners, Llc
  San Diego, CA
• 08/2019 → 04/2024
  University Of St. Katherine
  San Marcos, CA
• 10/2022 → 08/2024
  Kingswood Capital Partners, Llc
  San Diego, CA
• 10/2022 → Present
  Luka Erceg
  San Diego, CA
• 04/2024 → Present
  Dynamique Risk Insurance Agency, Llc
  San Diego, CA
• 07/2023 → Present
  Dynamique Securities, Llc
  San Diego, CA
• 11/2003 → Present
  Luka Erceg
  San Diego, CA

Other Businesses

1) Erceg Partners, LLC - not investment related - hourly consulting - turnaround & restructuring, board advisory. strategy consulting - managing director, 100% owner - 1/5/2015 - 0-50 hours - 10-20 hours - helping companies avoid insolvency, evaluation alternatives for restarting, financing, technology startups, etc. 2) Dynamique Capital Advisors, LLC - investment related - registered investment advisor - managing director - 1/2021 - 75-100 hours - 40-80 hours - signing up clients with 401Ks, retirement planning, tax planning, investment management, etc. - 16885 W. Bernardo Drive Ste 105 San Diego CA 92127-1665 3) DYNAMIQUE FINANCIAL, LLC - Holding company for the following businesses - I am the President & CEO of this firm - 16885 W. Bernardo Drive Ste 105 San Diego CA 92127-1665 a) DYNAMIQUE SECURITIES, LLC; INVESTMENT RELATED; 16885 W. BERNARDO DRIVE, SUITE 105, SAN DIEGO, CA 92127-1665; BROKER-DEALER; MANAGING MEMBER; 06/2024; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; OWNER AND MANAGING MANAGER OF PENDING BROKER-DEALER FIRM. b) DYNAMIQUE RISK INSURANCE AGENCY, LLC DBA DYNAMIQUE RISK INSURANCE SERVICES; INVESTMENT RELATED; 16885 W. BERNARDO DRIVE, SUITE 105, SAN DIEGO, CA 92127-1665; INSURANCE AGENCY; MANAGING MEMBER AND INDEPENDENT INSURANCE PRODUCER; 04/2024; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; OWNER, MANAGING MEMBER, AND INSURANCE PRODUCER. c) MVP Financial Services, LLC - Wholly-owned wholesale insurance agency selling life, disability, long-term care and annuity insurance products - I manage this business 4) Luka Erceg, Attorney and counselor at law - I am licensed to practice law - If I take cases, it is usually pro bono work for non-profits - 16885 W. Bernardo Drive Ste 105 San Diego CA 92127-1665

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-14
• S65 Uniform Investment Adviser Law Examination
  2020-09-17