James Todd Lermitte

Current Employers

Employment History

• 06/2026 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 11/2014 → 02/2022
  Minnesota Life Ins Co
  St Paul, MN
• 11/2014 → 02/2022
  Securian Financial Services, Inc
  St Paul, MN
• 11/2014 → 02/2022
  Foundations Financial Partners
  Doylestown, PA
• 02/2022 → 06/2025
  Dakota Wealth, Llc
  Blue Bell, PA
• 06/2025 → Present
  Persimmon Capital Management
  Blue Bell, PA

Previous Registrations

• 2022-02-16 → 2025-07-03
  Dakota Wealth, Llc
  Blue Bell, PA
  Palm Beach Gardens, FL
• 2015-01-26 → 2022-02-18
  Securian Financial Services, Inc.
  Wrightstown, PA
  Doylestown, PA

Other Businesses

(1) SOS ADVERTISING LLC - OWNER/PARTNER; NOT INVESTMENT RELATED; COMPANY PROVIDES CUSTOM PRINTED ITEMS PRIMARILY FOR STUDENT CLUBS AT JAMES MADISON UNIVERSITY; ADDRESS: HARRISONBURG, VA; START DATE: 11/01/2014; 1 HOUR PER MTH DEVOTED TO THIS OUTSIDE ACTIVITY; 0 HOURS DURING SECURITIES TRADING. (2) TONCHE ASSOCIATION: COMMITTEE MEMBER; NOT INVESTMENT RELATED; ASSOCIATION IS FOR HOMEOWNERS/MEMBERS WHO HAVE SHARED SPACES ON THE MOUNTAIN; MEMBERS PAY FOR UPKEEP OF SHARED AMENITIES AND SERVICES; SIMILAR TO A HOMEOWNER'S ASSOCIATION; I WILL ATTEND QUARTERLY OR AD HOC MEETINGS YEARLY; ADDRESS: CATSKILLS, NY; START: 5/2026; 1 HOUR PER MTH DEVOTED TO THIS ACTIVITY; 0 HOURS DURING SECURITIES TRADING

Exams

• S66 Uniform Combined State Law Examination
  2015-01-16