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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-12 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indian Echo Caverns | Hummelstown | PA | 06/2017 | 08/2019 |
| Grocery Outlet Bargain Market | Palmyra | PA | 06/2020 | 01/2021 |
| Brooks International | West Palm Beach | FL | 01/2022 | 04/2022 |
| Pfm Asset Management (Us Bancorp Asset Management) | Harrisburg | PA | 06/2022 | 04/2023 |
| Dakota Wealth, Llc | Palm Beach Gardens | FL | 06/2023 | Present |
| Palm Beach Atlantic University | West Palm Beach | FL | 08/2019 | 05/2023 |
| Student | Hummelstown | PA | 02/2016 | 06/2017 |
| Centric Bank | Enola | PA | 05/2021 | 08/2021 |
1) Palm Beach County Schools "Administrative Office Specialist" Program; Not investment-related; 4260 Westgate Ave, West Palm Beach, FL, 33409; Educational organization; Volunteer; Assist in development of curriculum for adult educational courses; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-09 |
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