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.

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

Mar 23, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Exams

S65|S63

First exam

Mar 23, 2012

First registration

Feb 10, 2015

Dual registered

no

Other names

PAUL SWENSON|PAUL T SWENSON|PAUL T. SWENSON

IAPD individual key

5319408

• Occurred

  Oct 27, 2023
  Advisor changed firm

  Paul Thomas Swenson left United Capital Financial Advisors for Dynamic (registered 2023-09-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a4a63d66-50e5-6811-af81-0b66c55faa06

First observed

Feb 10, 2015

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.