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Michelle Anne Kaufman Gulko

Dynamic

Phoenix, AZ

Boca Raton, FL

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Current Employers
Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-28
NY RA APPROVED 2022-03-14
NJ RA APPROVED 2020-10-06
  • FL RA
    APPROVED
    Since 2023-08-28
  • NY RA
    APPROVED
    Since 2022-03-14
  • NJ RA
    APPROVED
    Since 2020-10-06

Branch Locations

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Regus Office: 433 Plaza Real Suite 275, Boca Raton, FL 33432 • 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
Bloomberg Lp New York NY 08/2014 06/2018
Fidelity Brokerage Services Llc Millburn NJ 06/2018 09/2020
Dynamic Wealth Advisors Dba Prioritas Financial Advisors Fair Lawn NJ 10/2020 Present
  • 08/2014 → 06/2018
    Bloomberg Lp
    New York, NY
  • 06/2018 → 09/2020
    Fidelity Brokerage Services Llc
    Millburn, NJ
  • 10/2020 → Present
    Dynamic Wealth Advisors Dba Prioritas Financial Advisors
    Fair Lawn, NJ
Previous Registrations
  • 2018-10-16 → 2020-09-11
    Fidelity Personal And Workplace Advisors
    Millburn, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-09-06
  • S63 Uniform Securities Agent State Law Examination
    2018-09-06
Designations
Other Names
  • Michelle Kaufman
  • Michelle Anne Kaufman
  • Michelle A Kaufman
  • Michelle Anne Kaufman-Gulko

View on SEC IAPD

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Alyssa Shelton
Frank Iustin Mancuso

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EW ADVISER, LLC · PHOENIX, AZ
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
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UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
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