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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 | 2018-04-13 |
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 |
|---|---|---|---|---|
| Polen Capital Management, Llc | Boca Raton | FL | 09/2015 | Present |
| Foreside Funds Distributors | Boca Raton | FL | 09/2015 | Present |
| Juice Plus | Parkland | FL | 02/2012 | 01/2019 |
| Kick & Punt, Llc | Tamarac | FL | 04/2016 | 04/2024 |
Polen Capital Management, LLC; Investment Related; Investment; Boca Raton, FL; Regional Director; Establish and maintain relationships w/ financial advisors; 2015-09-01; 173hrs per month; 133hrs per month trading 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 | 2016-02-19 |
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