John E. Steinbock

DYNAMIC MARKET ADVANTAGE

Louisville, KY 40245

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CRD#: 6916710

Professional summary

John Edmund Unger Steinbock, who also goes by John Edmund Steinbock, John Edmund Unger Steinbock, John Steinbock, is a registered financial advisor currently at DYNAMIC MARKET ADVANTAGE, LLC located in Louisville, Kentucky.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Edmund Steinbock | John Edmund Unger Steinbock | John Steinbock

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.Guidance Capital Management Group. Investment related. Investment management firm for private clients. Salaried employee. Start date June 2005. 40 hours overall total during securities trading hours. 40 hours month during securities trading hours. 2. Dynamic Market Advantage, LLC, DBA, Employee, investment related, 60% time spent on activity during securities hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edmund Unger Steinbock's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 8, 2022 - Present

DYNAMIC MARKET ADVANTAGE, LLC

Office #1: 2020 High Wickham Place Suite 200, Louisville, KY 40245

RIA

CRD#: 323540

Louisville, KY

Past

May 31, 2018 - June 30, 2023

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

Louisville, KY

Past

April 26, 2018 - December 21, 2022

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

Louisville, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DYNAMIC MARKET ADVANTAGE, LLC

DYNAMIC MARKET ADVANTAGE | DYNAMIC MARKET ADVANTAGE, LLC

CRD#: 323540 / SEC#: 801-126816

RIA

Registered Investment Advisory firm - (11/2/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(12/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/30/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/26/2018

General Securities Representative Examination

Current Firm

DYNAMIC MARKET ADVANTAGE, LLC

DYNAMIC MARKET ADVANTAGE | DYNAMIC MARKET ADVANTAGE, LLC

CRD#: 323540 / SEC#: 801-126816

RIA

Registered Investment Advisory firm - (11/2/2022 Approved)

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Contact information

Main Address

2020 High Wickham Place Suite 200, Louisville, KY 40245

Mailing Address

Phone number

(502) 813-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DMA ADV PART 2A DISCLOSURE BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	1,170
AUM (Assets Under Management)	$ 288,840,789

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John E. Steinbock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edmund Unger Steinbock's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNAMIC MARKET ADVANTAGE, LLC

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

Primary Firm SEC Registration

DYNAMIC MARKET ADVANTAGE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/30/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/26/2018

Current Firm

DYNAMIC MARKET ADVANTAGE, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DYNAMIC MARKET ADVANTAGE, LLC

TRUST BUT VERIFY

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