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Dynamic Wealth Advisors Directory

Last updated: July 4th, 2020. Data source: SEC & FINRA filings. For more information, including disclosures, see financial advisor profile.

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Full Name Years Registered Years Registered at Firm Disclosures Registration Status
John Gillespie 36 Less than a year Yes Investment Advisor
Alano David Massi 6 2 No Investment Advisor
Marina Hernandez 5 Less than a year No Investment Advisor
Laura Ann Bradford 5 1 No Investment Advisor
Vincent James Asaro 39 6 No Investment Advisor
Roger Shorey Walker 52 7 No Investment Advisor
Urban Adams 17 7 Yes Investment Advisor
Francis Gillis 33 8 Yes Investment Advisor
Mark Anderson 9 2 No Investment Advisor
Mark Johnson 28 2 No Investment Advisor
Tanya Escobedo 24 3 No Investment Advisor
Edward Lebeau 26 3 No Investment Advisor
Vincent Esposito 24 6 No Investment Advisor
Erickson Braund 25 2 No Investment Advisor
Trenton Paul Thelen 4 Less than a year No Investment Advisor
Craig Morningstar 26 9 No Investment Advisor
John Wagner 15 1 Yes Investment Advisor
Robert Isbitts 24 8 Yes Investment Advisor
Jeffrey Krueg 31 7 No Investment Advisor
Donald Wiscomb 36 2 Yes Investment Advisor
Gordon Carpenter 35 2 No Investment Advisor
Samita Thephasit 2 Less than a year No Investment Advisor
William Jon Kimball 2 1 No Investment Advisor
Benjamin Michael Fredlake 3 Less than a year No Investment Advisor
Timothy M Garretson 13 1 No Investment Advisor
Kathleen Marie Murray 13 9 No Investment Advisor
Matthew Robert Hansen 5 2 No Investment Advisor
Stephanie Bruno 17 8 No Investment Advisor
Sean Collins 18 1 Yes Investment Advisor
Theresa Krueg 22 7 No Investment Advisor
Steven Cortese 8 1 No Investment Advisor
Timothy Mcneely 18 1 No Investment Advisor
Justin Hardesty 17 2 No Investment Advisor
Harvey Samachson 31 2 Yes Investment Advisor
Cherie Jolly 15 3 No Investment Advisor
James Cannon 33 10 No Investment Advisor
Carolanne Chavanne 24 1 No Investment Advisor
Mark Robert Minarik 6 2 No Investment Advisor
Charles Steven Sera 7 1 No Investment Advisor
Matthew John Desmond 7 1 No Investment Advisor
John Stockdale Marshall 10 7 No Investment Advisor
Brian Michael Bucell 5 2 No Investment Advisor
Thomas Scott Mccann 8 2 No Investment Advisor
Shannon Nicole Larson 8 1 Yes Investment Advisor
Scott Allen Rader 9 2 No Investment Advisor
Athanassios Panagiotakopoulos 10 1 No Investment Advisor
David Wayne Smiley 11 2 No Investment Advisor
Delvis Llanes 11 6 No Investment Advisor
Celeste Karen Wall 10 4 No Investment Advisor
Brock Benjamin Bowden 14 2 No Investment Advisor
Michael A Acevedo 14 3 Yes Investment Advisor
Kushal Ashwin Shah 12 Less than a year No Investment Advisor
Theresa Standart 11 1 No Investment Advisor
Erin Goergen 16 6 Yes Investment Advisor
Courtney Font 15 5 No Investment Advisor
Stephen Pease 17 2 No Investment Advisor
Margot Davis 15 10 No Investment Advisor
Connor Dolan 14 Less than a year No Investment Advisor
Zachary Liggett 10 1 No Investment Advisor
Patrick Edward Huey 14 Less than a year No Investment Advisor
Laura Evans 16 Less than a year No Investment Advisor
Joyce Morningstar 16 9 No Investment Advisor
Marisol Fung 16 4 No Investment Advisor
Jose Longoria 24 2 Yes Investment Advisor
Ross Emmer 20 3 No Investment Advisor
James Palumbo 25 2 Yes Investment Advisor
Scott Stewart Less than a year Less than a year No Investment Advisor
Desiree Longoria Less than a year Less than a year No Investment Advisor
Mamie Winkelman-pearson Less than a year Less than a year No Investment Advisor
Tomas Mcmillan 4 1 No Investment Advisor
Stacy Ethyl Shields 1 1 No Investment Advisor
Lucas Gillis 1 1 No Investment Advisor
Christopher Ordway 18 1 Yes Investment Advisor
Richard E Bingaman 1 1 Yes Investment Advisor
Maya Nori Balian 1 Less than a year No Investment Advisor
David Matuszak 25 8 Yes Investment Advisor
Richard Allen Grider 8 Less than a year No Investment Advisor


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