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Chief Technology Officer · Dynamic

Justin Patrick

CRD 7710449 · Named on Form ADV at one SEC-registered adviser

At a glance

Dynamic, an SEC-registered wealth manager based in Phoenix, AZ with $5.6 billion in regulatory assets, lists Justin Patrick on its Form ADV as Chief Technology Officer, a control person.

Firms and roles

  • DynamicChief Technology OfficerWealth manager · Phoenix, AZ · $5.6B in regulatory assets

AtlasMembers

Justin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.