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Inactive

Joshua Thomas Crossman

Dakota Wealth, LLC

Palm Beach Gardens, 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
FL RA APPROVED 2022-08-22
  • FL RA
    APPROVED
    Since 2022-08-22

Branch Locations

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

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 10/2015 03/2017
Bank Of America. N.A. Palm Beach Gardens FL 12/2015 03/2017
Boston Private Wealth Llc Palm Beach Gardens FL 05/2017 02/2022
The Sharp Financial Group Jupiter FL 02/2022 08/2022
Dakota Wealth, Llc Palm Beach Gardens FL 08/2022 Present
  • 10/2015 → 03/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Palm Beach, FL
  • 12/2015 → 03/2017
    Bank Of America. N.A.
    Palm Beach Gardens, FL
  • 05/2017 → 02/2022
    Boston Private Wealth Llc
    Palm Beach Gardens, FL
  • 02/2022 → 08/2022
    The Sharp Financial Group
    Jupiter, FL
  • 08/2022 → Present
    Dakota Wealth, Llc
    Palm Beach Gardens, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-24
S63 Uniform Securities Agent State Law Examination 2010-08-16
  • S66 Uniform Combined State Law Examination
    2015-03-24
  • S63 Uniform Securities Agent State Law Examination
    2010-08-16

View on SEC IAPD

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