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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-17 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
2840 South Ocean Blvd Suite 516, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Private Wealth Llc | Palm Beach | FL | 01/2016 | 05/2018 |
| Dakota Wealth, Llc | Palm Beach | FL | 02/2019 | Present |
| Dakota Wealth, Llc (Formerly Oakmont Partners, Llc) | Palm Beach Gardens | FL | 06/2018 | 02/2019 |
(1.)NAME OF OB: THE SALVATION ARMY OF THE PALM BEACHES ADDRESS: 2100 PALM BEACH LAKES BLVD, WEST PALM BEACH FL 33409 NATURE: CHARITY INVESTMENT RELATED: NO TITLE WITH OB: CHAIRMAN OF THE BOARD DUTIES: EXECUTIVE LEADERSHIP START DATE: 2015 APPROX. NUMBER OF HOURS/MONTH: NA APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: NA (2.)NAME OF OB: THE PALM BEACH REPUBLICAN CLUB ADDRESS: P.O. BOX 2622, PALM BEACH FL 33480 NATURE: EDUCATIONAL, TAX-EXEMPT UNDER SECTION 501(C)(4) INVESTMENT RELATED: NO TITLE WITH OB: SECOND VICE PRESIDENT DUTIES: EXECUTIVE LEADERSHIP START DATE: 2005 APPROX. NUMBER OF HOURS/MONTH: NA APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: NA
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