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David Wu is a licensed insurance agent, and he offers Insurance products that is considered an outside business activity and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. David Wu and Tim Garretson are Investment Advisor Representative with Dynamic Wealth Advisors dba Seagrove Wealth Partners. All investment advisory services are offered through Dynamic Wealth Advisors. 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.

 

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