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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-06 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
7275 Glen Forest Drive Suite 206, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Richmond | VA | 07/2016 | 03/2025 |
| Fidelity Personal And Workplace Advisors Llc | Richmond | VA | 07/2018 | 03/2025 |
| Strategic Advisers Llc | Midlothian | VA | 03/2025 | 04/2026 |
| Dakota Wealth, Llc | Richmond | VA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2002-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
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