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

Dec 13, 1989earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66|S65

First exam

Dec 13, 1989

First registration

Nov 22, 2004

Dual registered

no

IAPD individual key

1291942

• Occurred

  Apr 14, 2023
  Advisor changed firm

  Roger Nusbaum left Your Source Financial for Dynamic (registered 2023-03-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e392f4c0-4245-14b1-e81d-62b437612f15

First observed

Nov 22, 2004

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.