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Advisor at DYNAMIC
SALT LAKE CITY, UT | 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 |
|---|---|---|---|---|---|---|
| Dynamic | Independent wealth | Mar 5, 2018 | n/a | yes | SALT LAKE CITY, UT|PHOENIX, AZ | Current employment |
| YELLOWSTONE PARTNERS | Former SEC adviser | Sep 30, 2011 | Apr 3, 2018 | no | SALT LAKE CITY, UT | Previous registration |
| ZIONS CAPITAL ADVISORS, INC. | Institutional manager | Jan 12, 2006 | Sep 27, 2011 | no | SALT LAKE CITY, UT|SOUTH OGDEN, UT|SALT LAKE CITY, UT | Previous registration |
| ZIONS DIRECT, INC. | n/a | Oct 7, 2003 | Dec 31, 2006 | no | SOUTH OGDEN, UT|SOUTH OGDEN, UT|LAYTON, UT|LAYTON, UT|SALT LAKE CITY, UT|SALT LAKE CITY, UT | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jan 6, 2003 | Oct 10, 2003 | no | OGDEN, UT | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Nov 9, 1999 | Jan 2, 2003 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| YELLOWSTONE PARTNERS | Dynamic | Apr 3, 2018 | Mar 5, 2018 | -29 | Firm change | Other |
| ZIONS CAPITAL ADVISORS, INC. | YELLOWSTONE PARTNERS | Sep 27, 2011 | Sep 30, 2011 | 3 | Firm change | Other |
| ZIONS DIRECT, INC. | ZIONS CAPITAL ADVISORS, INC. | Dec 31, 2006 | Jan 12, 2006 | -353 | Firm change after gap | Other |
| WELLS FARGO INVESTMENTS, LLC | ZIONS DIRECT, INC. | Oct 10, 2003 | Oct 7, 2003 | -3 | Firm change | Other |
| STRATEGIC ADVISERS LLC | WELLS FARGO INVESTMENTS, LLC | Jan 2, 2003 | Jan 6, 2003 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137236:151367:UT:2018-04-03 | Apr 3, 2018 | Mar 5, 2018 | SALT LAKE CITY, UT | Firm change |