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Dynamic CRD 151367
$5.64B regulatory AUM 56 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-24 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Prescott, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Your Source Financial, P.L.C. | Phoenix | AZ | 07/2004 | 03/2023 |
| Dynamic Wealth Advisors | Phoenix | AZ | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2002-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-13 |
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