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1825 Nw Corporate Blvd. Suite 300, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
Branch Locations
1825 Nw Corporate Blvd. Suite 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Funds Distributors Llc | Boca Raton | FL | 02/2014 | Present |
| Polen Capital Management, Llc | Boca Raton | FL | 02/2014 | Present |
1) POLEN CAPITAL MANAGEMENT, LLC; BOCA RATON, FL; INVESTMENT RELATED; BEGAN 02/03/2014 TO PRESENT; LARGE CAP GROWTH EQUITY INVESTMENT FIRM; Senior Regional Director; MANAGEMENT OF CLIENT RELATIONSHIPS; 220 HOURS PER MONTH WITH 130 DURING TRADING HOURS. 2)IN ADDITION TO BEING AN INVESTMENT ADVISOR REPRESENTATIVE OF Polen Capital Management, LLC, THIS ASSOCIATE IS A REGISTERED REPRESENTATIVE OF Foreside Funds Distributors LLC, AN UNAFFILIATED BROKER DEALER. THE ASSOCIATE IS A REGISTERED REPRESENTATIVE FOR PURPOSES OF Foreside Funds Distributors LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-16 |
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