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Dynamic Wealth Strategies, LLC CRD 167594
$191M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9700 Village Center Drive Suite 50-A, Granite Bay, CA 95746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-06-14 |
Branch Locations
9700 Village Center Drive Suite 50-A, Granite Bay, CA 95746 • United States
Wilton, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Strategies | Granite Bay | CA | 06/2013 | Present |
CA Insurance Agent for Fixed/Health/Accident/Annuities/Life/Term Insurance sales and services since 03/2009. Non-investment related. Approx. 10 hours per month devoted to business activity/ approx. 5 hours per month devoted to business activity during securities trading hours. Conducted from office address of record. Enrolled Agent for tax preparation since 8/2016. Non-investment related. Average time spent 30% over the course of the year, with approximately 1/2 of that time spend during securities trading hours. Conducted from office address of record.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-03 |
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