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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-16 |
Branch Locations
275 Springside Drive Suite 250, Akron, OH 44333 • United States
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ss&G Wealth Management | Akron | OH | 03/2012 | 10/2018 |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 10/2018 |
| Springside Partners Llc | Akron | OH | 10/2014 | 10/2019 |
| Dakota Wealth, Llc | Palm Beach Gardens | FL | 07/2019 | Present |
| Dakoré Wealth Management, Llc | Akron | OH | 08/2020 | 07/2021 |
(1.)NAME OF OB: Medina County Society for the Protection of Animals; (2.)ADDRESS: 8790 Guilford Rd, Seville, OH 44273; (3.)NATURE: Charitable Organization; (4.)INVESTMENT RELATED: I serve on the Finance Committee. MCSPCA has an investment account. I do not manage but analyze & report to the board on the portfolio; (5.)TITLE OR RELATIONSHIP WITH OB: Member, Board of Trustees; (6.)DUTIES (BRIEF DESCRIPTION): Serve on the Board to assist the MCSPCA to fulfill its mission of supporting & protecting companion animal rights; (7.)START DATE: March 2018; (8.)APPROX. NUMBER OF HOURS/MONTH: 3; (9.)APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-05 |
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