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Anthony M Syracuse

Dynamic Financial Planning

Phoenix, AZ

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Current Employers
Dynamic Financial Planning

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-23
AZ RA APPROVED 2022-07-12
  • TX RA
    APPROVED_RES
    Since 2023-05-23
  • AZ RA
    APPROVED
    Since 2022-07-12

Branch Locations

Phoenix, AZ • 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 Financial Planning Llc Phoenix AZ 05/2022 Present
N/A Santa Monica CA 02/2021 04/2022
Mozaic, Llc Beverly Hills CA 04/2019 01/2021
Northern Trust Los Angeles CA 01/2016 01/2019
  • 05/2022 → Present
    Dynamic Financial Planning Llc
    Phoenix, AZ
  • 02/2021 → 04/2022
    N/A
    Santa Monica, CA
  • 04/2019 → 01/2021
    Mozaic, Llc
    Beverly Hills, CA
  • 01/2016 → 01/2019
    Northern Trust
    Los Angeles, CA
Designations

View on SEC IAPD

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