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Inactive

Rhys Williams

Dakota Wealth, LLC

Palm Beach Gardens, FL

Fort Lauderdale, FL

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Current Employers
Dakota Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-18
FL RA APPROVED 2019-10-09
  • TX RA
    APPROVED
    Since 2021-05-18
  • FL RA
    APPROVED
    Since 2019-10-09

Branch Locations

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

2400 E. Commercial Boulevard Suite 211, Fort Lauderdale, FL 33308 • 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
Gibraltar Private Bank And Trust Coral Gables FL 09/2013 03/2018
Iberiabank (Formerly Gibraltar Private Bank And Trust) Fort Lauderdale FL 03/2018 08/2019
Dakota Wealth, Llc Palm Beach Gardens FL 08/2019 Present
Lowes Home Improvement Pembroke Pines FL 01/2020 09/2020
  • 09/2013 → 03/2018
    Gibraltar Private Bank And Trust
    Coral Gables, FL
  • 03/2018 → 08/2019
    Iberiabank (Formerly Gibraltar Private Bank And Trust)
    Fort Lauderdale, FL
  • 08/2019 → Present
    Dakota Wealth, Llc
    Palm Beach Gardens, FL
  • 01/2020 → 09/2020
    Lowes Home Improvement
    Pembroke Pines, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-27
  • S65 Uniform Investment Adviser Law Examination
    2019-09-27

View on SEC IAPD

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