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RIA / WealthAdvisorCertified Financial Planner20 years in industry

RYAN C OLDS

Advisor at DYNAMIC

PHOENIX, AZ | PAINESVILLE, OH

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Search this name across graphsid dfx:ria:6476b71b-9bfe-8b1b-4669-5dfc465adfe6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 17, 2006 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 17, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 17, 2005
First registration: Feb 17, 2006
Dual registered: no
IAPD individual key: 4661294

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	Oct 1, 2020	n/a	yes	PHOENIX, AZ\|PAINESVILLE, OH	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 1, 2017	Oct 1, 2020	no	CLEVELAND, OH\|Painesville, OH	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Dec 21, 2010	May 1, 2017	no	MAYFIELD HEIGHTS, OH	Previous registration
REA WEALTH MANAGEMENT	Independent wealth	Aug 9, 2007	Dec 23, 2010	no	MENTOR, OH	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Nov 6, 2006	Dec 22, 2010	no	New Philadelphia, OH\|MENTOR, OH	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Feb 17, 2006	Nov 27, 2006	no	WILLOUGHBY HILLS, OH	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
COMMONWEALTH FINANCIAL NETWORK	Dynamic	Oct 1, 2020	Oct 1, 2020	0	Firm change	Ibd to RIA
SECURITIES AMERICA ADVISORS, INC.	COMMONWEALTH FINANCIAL NETWORK	May 1, 2017	May 1, 2017	0	Firm change	Other
REA WEALTH MANAGEMENT	SECURITIES AMERICA ADVISORS, INC.	Dec 23, 2010	Dec 21, 2010	-2	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	REA WEALTH MANAGEMENT	Dec 22, 2010	Aug 9, 2007	-1,231	Firm change after gap	Other
1ST GLOBAL ADVISORS INC	COMMONWEALTH FINANCIAL NETWORK	Nov 27, 2006	Nov 6, 2006	-21	Firm change	Other

Relationships

Registered with (5)

→ DYNAMICRegistered adviserregistration: current employment
Oct 1, 2020 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
May 1, 2017 to Oct 1, 2020factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Dec 21, 2010 to May 1, 2017factForm ADV
→ REA WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 9, 2007 to Dec 23, 2010factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Feb 17, 2006 to Nov 27, 2006factForm ADV

Dated events

No dated event names this entity yet.