David Russell Hoffman

Current Employers

Employment History

• 02/2012 → 06/2022
  Jp Morgan Chase
  Goodyear, AZ
• 06/2022 → 01/2024
  Fairway Independent Mortgage Co
  Glendale, AZ
• 01/2024 → 02/2025
  Lifetime Financial, Inc.
  Goodyear, AZ
• 01/2024 → 02/2025
  United American Mortgage
  Goodyear, AZ
• 01/2024 → 02/2025
  Lifetime Paradigm
  Goodyear, AZ
• 03/2025 → 12/2025
  Forthright Capital Partners Llc
  Las Vegas, NV
• 03/2025 → 12/2025
  Forthright Capital Advisory Llc
  Las Vegas, NV
• 01/2026 → Present
  Dynamic Wealth Advisors
  Phoenix, AZ

Previous Registrations

• 2025-04-08 → 2025-12-01
  Forthright Capital
  Goodyear, AZ
  Las Vegas, NV
• 2024-01-24 → 2025-03-27
  Lifetime Financial, Inc.
  Newport Beach, CA
  Goodyear, AZ

Other Businesses

United American Mortgage CO; No; 3198 F Airport Loop Dr Costa Mesa, California, 92626; Mortgage Origination; Mortgage Advisor; Mortgage Advisor; Thursday, February 1, 2024; 80 hours per month and 40 during securities trading hours; As a mortgage loan officer, I help individuals secure financing for their real estate needs, whether it's purchasing a new home or refinancing an existing one. Scottsdale 2051, LLC; No; 14318 W Coronado Rd Goodyear, Arizona, 85395; Rental property; Co-owner; Owner; Tuesday, October 1, 2024; 2 hours per month and 0 during securities trading hours; I bought a rental property and have a long-term tenant currently residing. I also use a property management company to assist, I don't need to devote much time to this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-13