Best Investors Account Sign in
Inactive

William Joseph Kamery

Dakota Wealth, LLC

Palm Beach Gardens, FL

Syracuse, NY

Claim This Profile
Current Employers
Dakota Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-02
  • NY RA
    APPROVED
    Since 2021-08-02

Branch Locations

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

432 North Franklin Street Suite 80, Syracuse, NY 13204 • 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
Keybank National Association Syracuse NY 09/2014 06/2021
Dakota Wealth, Llc Syracuse NY 06/2021 Present
  • 09/2014 → 06/2021
    Keybank National Association
    Syracuse, NY
  • 06/2021 → Present
    Dakota Wealth, Llc
    Syracuse, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-31
S63 Uniform Securities Agent State Law Examination 2008-08-02
  • S65 Uniform Investment Adviser Law Examination
    2021-07-31
  • S63 Uniform Securities Agent State Law Examination
    2008-08-02
Other Names
  • Will Joseph Kamery

View on SEC IAPD

Other Firms

WIN ADVISORS, INC
MONEY CONCEPTS ADVISORY SERVICE
GWN SECURITIES INC.
INDEPENDENT FINANCIAL PARTNERS
ZACHARY FINANCIAL CONSULTANTS LLC
BLUE LINE CAPITAL ADVISORS
FIFTH THIRD SECURITIES, INC.
DSM CAPITAL PARTNERS

Other Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel
Douglas William Boy
Jamie Hodges Taber
Kathryn Leigh Wood
William Kenneth Young Terry
Jerry Thomas Mayes

Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL
FIFTH THIRD SECURITIES, INC. · PALM BEACH GARDENS, FL

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor