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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 | 2025-01-15 |
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 |
|---|---|---|---|---|
| Foreside Funds Distributors Llc | Boca Raton | FL | 12/2024 | Present |
| Polen Capital Management, Llc | Boca Raton | FL | 10/2024 | Present |
| Strategies For Wealth | New York | NY | 06/2023 | 10/2024 |
| Cowen Group | Stamford | CT | 08/2022 | 06/2023 |
| Patterson Country Club | Fairfield | CT | 06/2018 | 08/2022 |
| Town Of Westport, Connecticut Travel And Rec Soccer League | Westport | CT | 04/2014 | 06/2018 |
1). Polen Capital Management, LLC; Investment Related; Investment Management; Boca Raton, FL; Start: 10/1/2024; Regional Consultant; Make calls to current and potential clients, schedule trips for external wholesalers, and answer questions about Polen Capital; 180 Hours Per Month and 0 During Trading. 2). 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 | 2024-11-01 |
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