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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 | 2024-01-02 |
Branch Locations
2454 8Th Avenue S, Suite #200, Sartell, MN 56377 • United States
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ledge Wealth Mangement, Inc. | Sartell | MN | 06/2013 | 01/2024 |
| Dakota Wealth, Llc | Sartell | MN | 01/2024 | Present |
Name of other business; Anna Marie's Alliance. Investment related; no. Address of other business; 505 10th Ave N, , St Cloud, MN. 56301. Nature of other business; Women's shelter and other support for domestic violence victims. Position; Board Member & Board Secretary. Start date of relationship; 1/1/2020. Hours/month; 6. Hours/month during securities trading hours; 0. Description of duties; Board secretary, fiscal committee and governance committee member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-04 |
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