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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-15 |
| PA | RA | APPROVED | 2023-11-01 |
Branch Locations
5010 Ritter Road Suite 101, Mechanicsburg, PA 17055 • United States
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
840 William Hilton Parkway Suite C, Hilton Head, SC 29928 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dakota Wealth, Llc | Mechanicsburg | PA | 11/2023 | Present |
| Raymond James Financial Services Advisors Inc. | Enola | PA | 04/2016 | 11/2023 |
| Raymond James Financial Services Inc. | Enola | PA | 04/2016 | 11/2023 |
1. Real Estate Rental; Not Investment Related; 141 Mooring Buoy, Hilton Head Island, SC. 29928; Owner; 5hr/mon; Oversee property management including rental oversight and paying bills
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-01 |
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