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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 | 2025-09-10 |
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 | 07/2025 | Present |
| Foreside Funds Distributors Llc | Boca Raton | FL | 08/2025 | Present |
| Western University | London | 09/2021 | 06/2025 | |
| Taylor Financial Management Group - Scotia Mcleod | Toronto | 05/2022 | 08/2022 | |
| Rbc Ds | Toronto | 05/2023 | 08/2023 | |
| Polen Capital | Boca Raton | FL | 06/2024 | 08/2024 |
| Upper Canada College | Toronto | 01/2015 | 05/2021 | |
| Upper Canada College Summer Camps | Toronto | 06/2021 | 08/2021 |
(1) Polen Capital Management, LLC; Investment Related; Asset Management; Boca Raton, FL; 07/2025; Regional Consultant; helping Relationship managers deal with clients and prospect, prospecting and helping out with clients' needs and answering questions about strategy; 160 Hrs./Mo. (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 | 2025-04-03 |
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