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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
PA RA APPROVED 2026-02-03
  • PA RA
    APPROVED
    Since 2026-02-03

Branch Locations

461 N. 3Rd Street Suite 501, Philadelphia, PA 19123 • United States

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • 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
Drexel University Philadelphia PA 08/2017 05/2021
Dakota Wealth, Llc Philadelphia PA 09/2020 Present
Student Philadelphia PA 01/2016 06/2017
  • 08/2017 → 05/2021
    Drexel University
    Philadelphia, PA
  • 09/2020 → Present
    Philadelphia, PA
  • 01/2016 → 06/2017
    Student
    Philadelphia, PA
Designations

View on SEC IAPD

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