DFX Intelligence
Advisors
Advisors registered through Dynamic
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Craig Alan Nieschwietz | Dynamic independent RIA | San Antonio, Tx | Sep 1, 2020 | 21 y | 2 | 1 |
| Michael Niewiadomski Certified Financial Planner | Dynamic independent RIA | Deerfield, Il | May 8, 2024 | 12 y | 1 | 1 |
| Jason Garrett Noble Certified Financial Planner | Dynamic independent RIA | Mount Pleasant, Sc | Mar 23, 2026 | 20 y | 5 | 9 |
| R•••• N•••••• | D•••••• independent RIA | Phoenix, Az | Mar 24, 2023 | 36 y | 1 | 1 |
| R••• C• O••• Certified Financial Planner | D•••••• independent RIA | Phoenix, Az | Oct 1, 2020 | 20 y | 5 | 1 |
| C••••••••• E••••• O••••• | D•••••• independent RIA | Phoenix, Az | Aug 13, 2018 | 24 y | 5 | 3 |
| A••••••••• P••••••••• | D•••••• independent RIA | Phoenix, Az | Mar 29, 2019 | 16 y | 2 | 2 |
| D•••• S••••• P•••••• Certified Financial Planner, Chartered Financial Analyst | D•••••• independent RIA | Phoenix, Az | Jul 16, 2020 | 19 y | 1 | 2 |
| S•••••• M••••• P•••• Certified Financial Planner | D•••••• independent RIA | Phoenix, Az | Mar 21, 2018 | 23 y | 3 | 2 |
| S•••• A•••• R•••• | D•••••• independent RIA | Bulverde, Tx | Mar 21, 2018 | 15 y | 2 | 1 |
| S••••• •••••• R•• | D•••••• independent RIA | San Diego, Ca | Jan 1, 2025 | 9 y | 2 | 1 |
| R••• T•••••• R•••• | D•••••• independent RIA | Payson, Az | Oct 14, 2025 | 11 y | 2 | 1 |
| A••••• J• S••••• | D•••••• independent RIA | Falls City, Tx | Dec 22, 2025 | 11 y | 0 | 1 |
| C•••••• S••••• S••• | D•••••• independent RIA | Marana, Az | Jun 7, 2019 | 14 y | 3 | 1 |
| K••••• A••••• S••• | D•••••• independent RIA | Newbury Park, Ca | Jan 3, 2025 | 20 y | 6 | 1 |
| R••••• A••• S•••• | D•••••• independent RIA | Phoenix, Az | Nov 17, 2023 | 17 y | 4 | 2 |
| T•••••• C•••••• S••••••• | D•••••• independent RIA | Phoenix, Az | Feb 27, 2023 | 22 y | 2 | 1 |
| M•••••• J• S•••••• Certified Financial Planner | D•••••• independent RIA | Phoenix, Az | Jul 1, 2021 | 19 y | 2 | 1 |
| P••• T••••• S•••••• | D•••••• independent RIA | Gilbert, Az | Sep 22, 2023 | 14 y | 1 | 4 |
| J•••• B••••• T••••• | D•••••• independent RIA | Phoenix, Az | Jul 28, 2025 | 14 y | 0 | 1 |
| C•••••• K•••• W••• | D•••••• independent RIA | Ontario, Ca | Oct 30, 2015 | 17 y | 1 | 1 |
| M••• E••••• W••• Certified Financial Planner | D•••••• independent RIA | Deerfield, Il | Oct 13, 2020 | 28 y | 1 | 1 |
| D••••• C••••• W•••••• | D•••••• independent RIA | Phoenix, Az | Mar 5, 2018 | 42 y | 3 | 1 |
| S••••• J• W••• | D•••••• independent RIA | Phoenix, Az | Mar 23, 2021 | 10 y | 1 | 1 |
| D•••• J•••••••• W• | D•••••• independent RIA | Phoenix, Az | Jan 11, 2022 | 15 y | 2 | 1 |
| J•••• M• Z••••• Certified Financial Planner | D•••••• independent RIA | Phoenix, Az | Jan 2, 2025 | 30 y | 7 | 1 |
| A••••••••• A•••••• Z••• Certified Financial Planner | D•••••• independent RIA | Thousand Oaks, Ca | Sep 6, 2021 | 10 y | 1 | 3 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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77 advisors match.