Best Investors Account Sign in
Current Employers
Dakota Wealth, Llc

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-06-01
  • MN RA
    APPROVED
    Since 2023-06-01

Branch Locations

423 So. Main Street Suite E1, Stillwater, MN 55082 • United States

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stillwater Investment Management, Llc Stillwater MN 06/2008 10/2023
Dakota Wealth, Llc Stillwater MN 06/2023 Present
  • 06/2008 → 10/2023
    Stillwater Investment Management, Llc
    Stillwater, MN
  • 06/2023 → Present
    Stillwater, MN
Previous Registrations
  • 2019-11-14 → 2023-10-09
    Stillwater Investment Management, Llc
    Stillwater, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-14
S63 Uniform Securities Agent State Law Examination 1998-03-03
  • S65 Uniform Investment Adviser Law Examination
    2019-08-14
  • S63 Uniform Securities Agent State Law Examination
    1998-03-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Stillwater, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor