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Kelly Lane Mccann

Dynamic

Phoenix, AZ

Bellingham, WA

Thousand Oaks, CA

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Current Employers
Dynamic

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-11
WA RA APPROVED 2024-04-11
  • CA RA
    APPROVED
    Since 2024-04-11
  • WA RA
    APPROVED
    Since 2024-04-11

Branch Locations

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

Bellingham, WA • United States

515 Marin Street, Suite 300, Thousand Oaks, CA 91360 • 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
Roger Jobs Automotive Bellingham WA 08/2016 02/2024
Dynamic Wealth Advisors Dba Crestview Capital Management Agoura Hills CA 04/2024 Present
  • 08/2016 → 02/2024
    Roger Jobs Automotive
    Bellingham, WA
  • 04/2024 → Present
    Dynamic Wealth Advisors Dba Crestview Capital Management
    Agoura Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-01
  • S65 Uniform Investment Adviser Law Examination
    2024-04-01
Other Names
  • Kelly Mccann

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
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