Sean David Merlonghi

Current Employers

Employment History

• 01/2014 → 06/2018
  Wells Fargo Clearing Services, Llc
  Radnor, PA
• 05/2018 → Present
  Lokken Investment Group, Llc
  Lewes, DE
• 11/2025 → Present
  Dakota Wealth, Llc
  Lewes, DE

Previous Registrations

• 2018-05-22 → 2025-12-12
  Lokken Investment Group, Llc
  Lewes, DE
• 2014-01-16 → 2018-06-12
  Wells Fargo Clearing Services, Llc
  Radnor, PA
  Millville, DE
• 2013-04-09 → 2013-10-16
  Edward Jones
  St Louis, MO
  Lewes, DE
  Lewes, DE

Other Businesses

1) On a temporary and transitional basis, Mr. Merlonghi will be dually registered as an investment advisor representative with Dakota Wealth, LLC and Lokken Investment Group, LLC. Dakota Wealth, LLC and Lokken Investment Group, LLC are not affiliated entities.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-06

Designations