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David Gorham Strachan

Dakota Wealth, LLC

Palm Beach Gardens, FL

Danvers, MA

Kennebunk, ME

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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
ME RA APPROVED 2023-08-16
MA RA APPROVED 2022-05-19
  • ME RA
    APPROVED
    Since 2023-08-16
  • MA RA
    APPROVED
    Since 2022-05-19

Branch Locations

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

222 Rosewood Dr, Danvers, MA 01923 • United States

Kennebunk, ME • 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
Cambridge Trust Company Boston MA 03/1996 02/2022
Dakota Wealth Management Kennebunk ME 02/2022 Present
  • 03/1996 → 02/2022
    Cambridge Trust Company
    Boston, MA
  • 02/2022 → Present
    Dakota Wealth Management
    Kennebunk, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-18
  • S65 Uniform Investment Adviser Law Examination
    2022-05-18
Other Names
  • David Gorham Strachan

View on SEC IAPD

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