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

Oct 1, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 27, 2017

First registration

Jul 7, 2017

Dual registered

no

Other names

Sundip Rai|Sonny Rai|Sandip "Sonny" Rai

IAPD individual key

6713946

• Occurred

  Feb 24, 2022
  Advisor changed firm

  Sundip "Sonny" Rai left Laurel Wealth Advisors, Inc. for Dynamic (registered 2025-01-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf6d60a1-24f4-841d-3e9b-d7de3606c704

First observed

Jul 7, 2017

Last observed

Sep 14, 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.