DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DYNAMIC
PHOENIX, 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 | Aug 29, 2013 | n/a | yes | PHOENIX, AZ|PHOENIX, AZ | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Apr 28, 2006 | Jun 10, 2013 | no | PHOENIX, AZ|Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | Dynamic | Jun 10, 2013 | Aug 29, 2013 | 80 | Firm change | Other |