Cherie Jolly, Dynamic’s chief compliance officer, talks with Orion’s Carlos Guillen, senior vice president of Tech Products, and Ryan Stevenson, associate vice president of Business Development, about how Dynamic’s Compliance team relies on BasisCode to juggle the various compliance needs across the Dynamic network of wealth advisory firms–helping them get (and stay) audit-ready!
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Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.
