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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-07 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
423 S Main St E1, Stillwater, MN 55082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Advisers, Llc | Minneapolis | MN | 06/2014 | 02/2017 |
| Columbia Management Investment Advisers, Llc | Minneapolis | MN | 01/2018 | 03/2026 |
| Stillwater Investment Management, Llc | Stillwater | MN | 03/2017 | 11/2017 |
| Dakota Wealth, Llc | Stillwater | MN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-04 |
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