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Reading the graph
Advisor at DYNAMIC
PHOENIX, AZ | SCOTTSDALE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Dynamic | Independent wealth | Oct 20, 2016 | n/a | yes | SCOTTSDALE, AZ|PHOENIX, AZ | Current employment |
| RETIREMENT PLANNERS OF AMERICA | Independent wealth | Sep 26, 2014 | Sep 13, 2016 | no | WOODLAND HILLS, CA|Peoria, AZ|SCOTTSDALE, AZ|PLANO, TX | Previous registration |
| PUBLIC SAFETY FINANCIAL/GALLOWAY | Independent wealth | Sep 11, 2012 | Jul 2, 2014 | no | MESA, AZ | Previous registration |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Apr 17, 2007 | Sep 5, 2012 | no | WASHINGTON, DC | Previous registration |
| SUNAMERICA SECURITIES, INC. | n/a | Jan 2, 2003 | May 6, 2005 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNERS OF AMERICA | Dynamic | Sep 13, 2016 | Oct 20, 2016 | 37 | Firm change | Other |
| PUBLIC SAFETY FINANCIAL/GALLOWAY | RETIREMENT PLANNERS OF AMERICA | Jul 2, 2014 | Sep 26, 2014 | 86 | Firm change | Other |
| MISSIONSQUARE RETIREMENT | PUBLIC SAFETY FINANCIAL/GALLOWAY | Sep 5, 2012 | Sep 11, 2012 | 6 | Firm change | Other |
| SUNAMERICA SECURITIES, INC. | MISSIONSQUARE RETIREMENT | May 6, 2005 | Apr 17, 2007 | 711 | Firm change after gap | Other |