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RIA / WealthAdvisor25 years in industry

CHERIE JEAN JOLLY

Advisor at DYNAMIC

PHOENIX, AZ | PEORIA, AZ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2001 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DYNAMIC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 19, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 19, 2000
First registration: Mar 23, 2001
Dual registered: no
Other names: CHERIE JEAN COOK
IAPD individual key: 1980521

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Dynamic	Independent wealth	Mar 24, 2017	n/a	yes	PHOENIX, AZ\|PEORIA, AZ	Current employment
CAVANAL HILL INVESTMENT MANAGEMENT, INC.	Other adviser	Feb 27, 2014	Apr 15, 2016	no	TULSA, OK	Previous registration
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Feb 27, 2014	Mar 31, 2016	no	TULSA, OK\|TULSA, OK\|TULSA, OK\|Tulsa, OK	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Jul 13, 2011	Nov 4, 2013	no	BIRMINGHAM, AL	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Sep 19, 2007	Jun 29, 2009	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
ALLEGIS ADVISORS, INC.	n/a	May 19, 2005	Apr 23, 2007	no	SALT LAKE CITY, UT	Previous registration
HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS	n/a	Dec 9, 2004	Dec 15, 2004	no	PHOENIX, AZ	Previous registration
OSAIC FA, INC.	Former SEC adviser	Mar 23, 2001	Oct 5, 2004	no	PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAVANAL HILL INVESTMENT MANAGEMENT, INC.	Dynamic	Apr 15, 2016	Mar 24, 2017	343	Firm change	Other
BOK FINANCIAL ADVISORS	CAVANAL HILL INVESTMENT MANAGEMENT, INC.	Mar 31, 2016	Feb 27, 2014	-763	Firm change after gap	Other
PNC MANAGED ACCOUNT SOLUTIONS, INC.	BOK FINANCIAL ADVISORS	Nov 4, 2013	Feb 27, 2014	115	Firm change	Other
ZIONS CAPITAL ADVISORS, INC.	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Jun 29, 2009	Jul 13, 2011	744	Firm change after gap	Other
ALLEGIS ADVISORS, INC.	ZIONS CAPITAL ADVISORS, INC.	Apr 23, 2007	Sep 19, 2007	149	Firm change	Other
HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS	ALLEGIS ADVISORS, INC.	Dec 15, 2004	May 19, 2005	155	Firm change	Other
OSAIC FA, INC.	HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS	Oct 5, 2004	Dec 9, 2004	65	Firm change	Other

Relationships

Registered with (8)

→ DYNAMICRegistered adviserregistration: current employment
Mar 24, 2017 to presentfactForm ADV
→ CAVANAL HILL INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 27, 2014 to Apr 15, 2016factForm ADV
→ BOK FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Feb 27, 2014 to Mar 31, 2016factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Jul 13, 2011 to Nov 4, 2013factForm ADV
→ ZIONS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 19, 2007 to Jun 29, 2009factForm ADV
→ ALLEGIS ADVISORS, INC.Registered adviserregistration: previous registration
May 19, 2005 to Apr 23, 2007factForm ADV
→ HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTSRegistered adviserregistration: previous registration
Dec 9, 2004 to Dec 15, 2004factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Mar 23, 2001 to Oct 5, 2004factForm ADV

Dated events

No dated event names this entity yet.