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Investment Adviser Firm Summary

DYNAMIC ADVISOR SOLUTIONS LLC (CRD# 151367 / SEC# 801-72203)
Alternate Names: 401K EXTRA LLC , ARROW WEALTH MANAGEMENT , BLACK WALNUT WEALTH MANAGEMENT , BRIDGE FINANCIAL STRATEGIES , CENTENNIAL INVESTMENT ADVISORS , CLARITY CAPITAL ADVISORS , COVENTRY FINANCIAL GROUP , CROOKEDTREE CAPITAL ADVISORS , DYNAMIC ADVISOR SOLUTIONS LLC , DYNAMIC WEALTH ADVISORS , EDWARD STORER & ASSOCIATES , ELLIOTT ASSET MANAGEMENT , FULL PICTURE FINANCIAL, LLC , FULLER WEALTH MANAGEMENT , HANEI PRIVATE WEALTH ADVISORS , HARDESTY PARTNERS , LEGACY FINANCIAL ADVISORS, LLC , MATZEN FINANCIAL , MIKE ACEVEDO FINANCIAL PLANNING , MUTUAL TRUST ADVISORY GROUP , OXFORD WEALTH ADVISORS , PALLADIAN WEALTH MANAGEMENT , PALM CAPITAL MANAGEMENT , RC WEALTH MANAGEMENT LLC , RS WALKER & ASSOCIATES , SAWAF FINANCIAL , SEA TO PEAK FINANCIAL ADVISORS , STAY TUNED CAPITAL , STEPHANIE BRUNO WEALTH ADVISOR , STERLING SEQUOIA LLC , STRATEGIC CAPITAL WEALTH MANAGEMENT LLC , SUNGARDEN INVESTMENT RESEARCH

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 03/04/2011
Arizona Terminated 04/14/2012
Massachusetts Terminated 12/12/2011

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 04/26/2012
California 03/04/2011
Colorado 12/12/2011
Connecticut 04/18/2014
Florida 12/12/2011
Georgia 10/24/2011
Idaho 03/22/2018
Illinois 01/12/2015
Kentucky 02/05/2018
Louisiana 03/31/2014
Massachusetts 01/23/2013
Michigan 07/20/2012
Montana 03/22/2018
Nevada 03/04/2011
New Jersey 01/31/2012
New Mexico 04/18/2012
New York 04/18/2014
North Carolina 04/18/2014
Ohio 01/09/2015
Pennsylvania 02/05/2018
South Carolina 12/09/2011
Texas 03/04/2011
Utah 02/12/2018
Virginia 01/25/2013
Washington 02/02/2018
Wyoming 03/22/2018

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser