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Reading the graph
Advisor at DYNAMIC
PHOENIX, AZ | Chandler, 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 | Feb 27, 2023 | n/a | yes | Chandler, AZ|PHOENIX, AZ | Current employment |
| AUTUS ASSET MANAGEMENT, LLC | Former SEC adviser | Dec 9, 2020 | Feb 23, 2023 | no | SCOTTSDALE, AZ | Previous registration |
| Dynamic | Independent wealth | May 22, 2013 | Dec 31, 2020 | no | CHANDLER, AZ|PHOENIX, AZ|CHANDLER, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AUTUS ASSET MANAGEMENT, LLC | Dynamic | Feb 23, 2023 | Feb 27, 2023 | 4 | Firm change | RIA to RIA |
| Dynamic | AUTUS ASSET MANAGEMENT, LLC | Dec 31, 2020 | Dec 9, 2020 | -22 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 118439:151367:AZ:2023-02-23 | Feb 23, 2023 | Feb 27, 2023 | SCOTTSDALE, AZ | Firm change |
| 151367:118439:AZ:2020-12-31 | Dec 31, 2020 | Dec 9, 2020 | CHANDLER, AZ | Firm change |