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Advisor at DYNIC WEALTH MANAGEMENT LLC
ANDOVER, MN | Phoenix, 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 |
|---|---|---|---|---|---|---|
| DYNIC WEALTH MANAGEMENT LLC | State registered | Nov 14, 2022 | n/a | yes | Phoenix, AZ|ANDOVER, MN | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Aug 19, 2020 | May 2, 2022 | no | Phoenix, AZ|Scottsdale, AZ | Previous registration |
| Oneseven | Independent wealth | Jan 6, 2020 | Aug 18, 2020 | no | BEACHWOOD, OH|Fountain Hills, AZ|Phoenix, AZ|Fountain Hills, AZ | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 9, 2013 | Jan 9, 2020 | no | ST PAUL, MN|BLOOMINGTON, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | DYNIC WEALTH MANAGEMENT LLC | May 2, 2022 | Nov 14, 2022 | 196 | Firm change | Ibd to state RIA |
| Oneseven | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Aug 18, 2020 | Aug 19, 2020 | 1 | Firm change | RIA to ibd |
| UBS FINANCIAL SERVICES INC. | Oneseven | Jan 9, 2020 | Jan 6, 2020 | -3 | Firm change | Wirehouse to RIA |