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

Feb 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Oct 13, 2023

First registration

Jan 24, 2024

Dual registered

no

IAPD individual key

7853147

• Occurred

  Dec 1, 2025
  Advisor changed firm

  David Russell Hoffman left Forthright Capital for Dynamic (registered 2026-01-28)

  Form ADVobserved 5 days ago
• Occurred

  Mar 27, 2025
  Advisor changed firm

  David Russell Hoffman left Lifetime Financial, Inc. for Forthright Capital (registered 2025-04-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d4b0b7ce-00f3-c3d8-a457-5732f0ff41d8

First observed

Jan 24, 2024

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.