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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-02 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
272 Chauncy St, Suite 5, Mansfield, MA 02048 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mansfield | MA | 05/2011 | 10/2016 |
| C2C Wealth Management, Llc | Mansfield | MA | 10/2016 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Mansfield | MA | 10/2016 | Present |
| Dakota Wealth, Llc | Mansfield | MA | 01/2024 | Present |
1) Name of other business; Rosedown Condo Board, Investment related; No, Address of other business; 5 Sweetbrier Way, , Laconia, NH. 03246, Nature of other business; Condo board, Position; Board member, Start date; 07/01/2021, Hours/month; 1, Hours/month during securities trading hours; 0, Duties relating to other business; Treasurer and board member of condo board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
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