Brett William Orvieto

$6.94B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Pension consulting
Selection of other advisers
OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-05-19
PA	RA	APPROVED	2019-05-24
FL	RA	APPROVED	2018-10-18

Branch Locations

2400 E. Commercial Boulevard Suite 211, Fort Lauderdale, FL 33308 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
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

2018-06-13 → 2019-03-25

Dakota Wealth, Llc

Palm Beach Gardens, FL
2016-06-10 → 2018-05-08

Capital Analysts

Fort Lauderdale, FL
2013-10-07 → 2018-05-07

Strategic Asset Management Group Advisors

Pompano Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-06-13
S63	Uniform Securities Agent State Law Examination	2007-08-22

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