Unclaimed Profile

Justin James Weinkle

DYNASTY WEALTH MANAGEMENT, LLC·ST. PETERSBURG, Florida

SIE, Series 7, Series 63, Series 66Clean record8 years registeredDYNASTY WEALTH MANAGEMENT, LLC

200 CENTRAL AVENUE, ST. PETERSBURG, FL 33701CRD# 5571202Firm CRD# 153377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin James Weinkle · ST. PETERSBURG, FL

Registration

CRD #5571202 · DYNASTY WEALTH MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

DYNASTY WEALTH MANAGEMENT, LLC

Jul 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 6, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DYNASTY WEALTH MANAGEMENT, LLC

CRD 153377 · SEC 801-71301

AUM

$917M

Regulatory assets under management

Employees

150

209 client accounts

Services offered by DYNASTY WEALTH MANAGEMENT, LLC

Per Form ADV

Selection of other advisers

Security ratings or pricing services

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Introduction

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Frequently Asked Questions

What services does Justin James Weinkle offer?

Justin James Weinkle specializes in Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Justin James Weinkle's credentials?

Justin James Weinkle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin James Weinkle located?

Justin James Weinkle is based in ST. PETERSBURG, Florida, working with DYNASTY WEALTH MANAGEMENT, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Justin James Weinkle charge for services?

Justin James Weinkle's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DYNASTY WEALTH MANAGEMENT, LLC?

DYNASTY WEALTH MANAGEMENT, LLC has approximately 150 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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