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Jessica Renee Bimonte

Dakota Wealth, LLC

Palm Beach Gardens, FL

Lewes, DE

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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
DE RA APPROVED 2025-11-03
  • DE RA
    APPROVED
    Since 2025-11-03

Branch Locations

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

1413 Savannah Rd Ste4, Lewes, DE 19958 • 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
Lokken Investment Group, Llc Lewes DE 09/2018 Present
Leg Up Stables Axton VA 05/2018 08/2018
Millington Stables Free Union VA 08/2016 04/2018
Dakota Wealth, Llc Lewes DE 11/2025 Present
  • 09/2018 → Present
    Lokken Investment Group, Llc
    Lewes, DE
  • 05/2018 → 08/2018
    Leg Up Stables
    Axton, VA
  • 08/2016 → 04/2018
    Millington Stables
    Free Union, VA
  • 11/2025 → Present
    Dakota Wealth, Llc
    Lewes, DE
Previous Registrations
  • 2019-11-08 → 2025-12-12
    Lokken Investment Group, Llc
    Lewes, DE
Other Businesses

1) On a temporary and transitional basis, Ms. Bimonte 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-23
  • S65 Uniform Investment Adviser Law Examination
    2019-10-23
Designations

View on SEC IAPD

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