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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
VA RA APPROVED 2021-10-14
  • VA RA
    APPROVED
    Since 2021-10-14

Branch Locations

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

Williamsburg, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Five Star Senior Living Mt. Pleasant SC 09/2014 09/2016
American Capital Planning Leesburg VA 09/2016 10/2021
Dakota Wealth, Llc Williamsburg VA 10/2021 Present
  • 09/2014 → 09/2016
    Five Star Senior Living
    Mt. Pleasant, SC
  • 09/2016 → 10/2021
    American Capital Planning
    Leesburg, VA
  • 10/2021 → Present
    Williamsburg, VA
Designations

View on SEC IAPD

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