DYNAMIC ACTIVE IA

Key facts

FINRA firm ID

151367

Firm name

DYNAMIC

Other names / DBAs

401K EXTRA LLC; WOLF PRIVATE WEALTH; WISDOM WEALTH MANAGEMENT; WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC; WERTH WEIL WEALTH MANAGEMENT INC.; WALKER MCMILLAN LLC; VICTORY INDEPENDENT PLANNING; SWISS AMERICAN WEALTH ADVISORS; SWENSON HUGHES WEALTH MANAGEMENT; SUNGARDEN INVESTMENT MANAGEMENT; STRATEGIC CAPITAL WEALTH MANAGEMENT LLC; STF WEALTH MANAGEMENT; STERLING SEQUOIA LLC; STEPHANIE BRUNO WEALTH ADVISOR; STAY TUNED CAPITAL; SEAGROVE WEALTH PARTNERS; SEA TO PEAK FINANCIAL ADVISORS; SAWAF FINANCIAL; RIDGEVALE FINANCIAL PLANNING; RENATUS PRIVATE WEALTH ADVISORS; REB PRIVATE WEALTH MANAGEMENT; RC WEALTH MANAGEMENT LLC; PROSPERITY WEALTH PLANNING; PRIORITAS FINANCIAL ADVISORS; PINNACLE PRIVATE ADVISORS; PALM CAPITAL MANAGEMENT; PALLADIAN WEALTH MANAGEMENT; OXFORD WEALTH ADVISORS; OXFORD FINANCIAL PLANNERS; ONE TREE WEALTH MANAGEMENT, LLC; MUTUAL TRUST ADVISORY GROUP; MONTAGE PRIVATE WEALTH; MIKE ACEVEDO FINANCIAL PLANNING; MAZZELLA ESTATE & ASSET MANAGEMENT LLC; MAY HILL CAPITAL LLC; MATZEN FINANCIAL; LIFESTONE FAMILY OFFICE; LIFEMANAGED; LEGACY FINANCIAL ADVISORS, LLC; HARDESTY PARTNERS; HANEI PRIVATE WEALTH ADVISORS; GILLESPIE INVESTMENT STRATEGIES, LLC; GARRETSON PLANNING; FULLER WEALTH MANAGEMENT; FULL PICTURE FINANCIAL, LLC; FORTRESS ASSET MANAGEMENT; FAIR STREET ADVISORS; ELLIOTT ASSET MANAGEMENT; EDWARD STORER & ASSOCIATES; DYNAMIC WEALTH ADVISORS; DYNAMIC ADVISOR SOLUTIONS LLC; DYNAMIC; DJM WEALTH STRATEGIES; DESMOND LIGGETT WEALTH ADVISORS; DAVINCI CAPITAL PARTNERS; CROOKED TREE CAPITAL ADVISORS; CRESTVIEW CAPITAL MANAGEMENT; COVENTRY FINANCIAL GROUP; CLEARVISTA ADVISORS; CLARITY CAPITAL ADVISORS; CHICHESTER FINANCIAL GROUP LLC; CENTENNIAL WEALTH MANAGEMENT; CENTENNIAL INVESTMENT ADVISORS; CATALINA WEALTH PARTNERS, LLC; BRIDGE FINANCIAL STRATEGIES; BLACK WALNUT WEALTH MANAGEMENT; BALANCED FINANCIAL SERVICES; ARROW WEALTH MANAGEMENT; AFFINITY FINANCIAL

IA scope

ACTIVE

SEC IA file

801-72203

Branches

95

Disclosure events

No

HQ

PHOENIX, AZ, 85016, United States

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