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Advisor at DYNAMIC
PHOENIX, AZ | QUEEN CREEK, 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 | Mar 23, 2018 | n/a | yes | QUEEN CREEK, AZ|PHOENIX, AZ | Current employment |
| YELLOWSTONE PARTNERS | Former SEC adviser | Jan 14, 2015 | Apr 30, 2018 | no | IDAHO FALLS, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| YELLOWSTONE PARTNERS | Dynamic | Apr 30, 2018 | Mar 23, 2018 | -38 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137236:151367:ID:2018-04-30 | Apr 30, 2018 | Mar 23, 2018 | IDAHO FALLS, ID | Firm change after gap |