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Derek Samuel Pantele

Dynamic

Orange, CA

Phoenix, AZ

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Current Employers
Dynamic

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-01-04
CA RA APPROVED 2020-07-16
  • AZ RA
    APPROVED
    Since 2023-01-04
  • CA RA
    APPROVED
    Since 2020-07-16

Branch Locations

1100 Town And Country Road, Suite 1250, Orange, CA 92868 • United States

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • 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
Tellone Management Group, Inc. Anaheim Hills CA 08/2007 07/2020
Tellone Financial Services, Inc. Anaheim Hills CA 08/2007 07/2020
Dynamic Wealth Advisors Dba Affinity Financial, Llc Phoenix AZ 07/2020 Present
  • 08/2007 → 07/2020
    Tellone Management Group, Inc.
    Anaheim Hills, CA
  • 08/2007 → 07/2020
    Tellone Financial Services, Inc.
    Anaheim Hills, CA
  • 07/2020 → Present
    Dynamic Wealth Advisors Dba Affinity Financial, Llc
    Phoenix, AZ
Previous Registrations
  • 2017-03-24 → 2020-07-17
    Tellone Management Group Inc
    Anaheim Hills, CA
Designations

View on SEC IAPD

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