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Brett William Orvieto

Dakota Wealth, LLC

Palm Beach Gardens, FL

Fort Lauderdale, FL

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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
TX RA APPROVED_RES 2021-05-19
PA RA APPROVED 2019-05-24
FL RA APPROVED 2018-10-18
  • TX RA
    APPROVED_RES
    Since 2021-05-19
  • PA RA
    APPROVED
    Since 2019-05-24
  • FL RA
    APPROVED
    Since 2018-10-18

Branch Locations

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

2400 E. Commercial Boulevard Suite 211, Fort Lauderdale, FL 33308 • 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
Lincoln Investment Planning, Inc Ft Lauderdale FL 04/2013 05/2018
Strategic Asset Mgmt Group Ft Lauderdale FL 03/2013 05/2018
Dakota Wealth, Llc (Formerly Oakmont Partners, Llc) Palm Beach Gardens FL 05/2018 02/2019
Dakota Wealth, Llc Palm Beach Gardens FL 02/2019 Present
  • 04/2013 → 05/2018
    Lincoln Investment Planning, Inc
    Ft Lauderdale, FL
  • 03/2013 → 05/2018
    Strategic Asset Mgmt Group
    Ft Lauderdale, FL
  • 05/2018 → 02/2019
    Dakota Wealth, Llc (Formerly Oakmont Partners, Llc)
    Palm Beach Gardens, FL
  • 02/2019 → Present
    Dakota Wealth, Llc
    Palm Beach Gardens, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-13
S63 Uniform Securities Agent State Law Examination 2007-08-22
  • S66 Uniform Combined State Law Examination
    2013-06-13
  • S63 Uniform Securities Agent State Law Examination
    2007-08-22
Other Names
  • Brett William Orvieto
  • Brett W Orvieto
  • Brett Orvieto

View on SEC IAPD

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