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RIA / WealthAdvisorCertified Financial Planner21 years in industry

PATRICK EDWARD HUEY

Advisor at DYNAMIC

CAMAS, WA | PHOENIX, AZ | MARCO ISLAND, FL | Naples, FL

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Search this name across graphsid dfx:ria:99babbef-f42f-9bd9-2142-b1bbcb4982a9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2005 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: Sep 15, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 15, 2005
First registration: Sep 16, 2005
Dual registered: no
Other names: PATRICK HUEY
IAPD individual key: 5005878

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 13, 2020	n/a	yes	CAMAS, WA\|MARCO ISLAND, FL\|PHOENIX, AZ\|Naples, FL	Current employment
WEALTHSOURCE?	Former SEC adviser	Dec 15, 2016	Apr 16, 2020	no	CAMAS, WA\|CAMAS, WA\|MARCO ISLAND, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 28, 2015	Nov 28, 2016	no	PORTLAND, OR\|PORTLAND, OR	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jan 21, 2010	Aug 27, 2015	no	PORTLAND, OR\|PORTLAND, OR\|PORTLAND, OR	Previous registration
FISHER INVESTMENTS	Independent wealth	Sep 27, 2006	Jan 11, 2010	no	PLANO, TX\|VANCOUVER, WA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 16, 2005	Aug 1, 2006	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	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
WEALTHSOURCE?	Dynamic	Apr 16, 2020	Mar 13, 2020	-34	Firm change after gap	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WEALTHSOURCE?	Nov 28, 2016	Dec 15, 2016	17	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 27, 2015	Sep 28, 2015	32	Firm change	Other
FISHER INVESTMENTS	CUSO FINANCIAL SERVICES, L.P.	Jan 11, 2010	Jan 21, 2010	10	Firm change	Other
UBS FINANCIAL SERVICES INC.	FISHER INVESTMENTS	Aug 1, 2006	Sep 27, 2006	57	Firm change	Other

Relationships

Registered with (6)

→ DYNAMICRegistered adviserregistration: current employment
Mar 13, 2020 to presentfactForm ADV
→ WEALTHSOURCE?Registered adviserregistration: previous registration
Dec 15, 2016 to Apr 16, 2020factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 28, 2015 to Nov 28, 2016factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jan 21, 2010 to Aug 27, 2015factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Sep 27, 2006 to Jan 11, 2010factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 16, 2005 to Aug 1, 2006factForm ADV

Dated events

No dated event names this entity yet.