Dacota Riley Durkee

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2023 → Present
  Drenen Financial Services
  Westfield, MA
• 09/2021 → 12/2023
  Dunkin Donuts'
  Westfield, MA
• 08/2022 → 12/2023
  American International College
  Springfield, MA
• 06/2021 → 09/2021
  Richard's Grinders
  Westfield, MA
• 06/2014 → 06/2021
  Unemployed
  Westfield, MA
• 11/2025 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 10/2024 → Present
  Apex Management & Leasing, Llc
  Westfield, MA
• 10/2024 → Present
  Dream Holding Co. Llc,
  Westfield, MA

Other Businesses

(1) Dream Holding Co. LLC, Investment-related, 111 Bates Road, Westfield, MA 01085, Real Estate Investment, Managing Member, Business & Risk Management, Purchasers, Sellers, and Lessors of Real Estate. 07/01/2024. 60 Total hours per month. 20 hours during securities trading hours. (2) Apex Management & Leasing LLC, Non- Investment-related, 111 Bates Road, Westfield MA 01085, Residential property management services duties include general operations, planning, as well as financial reporting and risk management. Rental Property. 10/2024, 20 total hours per month. 5 hours during securities trading hours. (3) Drenen Financial Services, Inc. Non-investment related. Start Date 10/01/2023. Tax preparation and planning with clients, Tax Advisory services, 100 Total hours per month. 80 Hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-10