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Current Employers
Polen Capital Management, Llc

1825 Nw Corporate Blvd. Suite 300, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-22
  • FL RA
    APPROVED
    Since 2023-03-22

Branch Locations

1825 Nw Corporate Blvd Ste 300, Boca Raton, FL 33431 • 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
Polen Capital Management, Llc Boca Raton FL 11/2022 Present
Foreside Funds Distributors Llc Boca Raton FL 12/2022 Present
Allele Capital Partners Lauderdale By The Sea FL 05/2022 11/2022
Kanen Wealth Management Coral Springs FL 06/2020 08/2020
Value Drugs Sayville NY 05/2015 02/2017
Unemployed N/A XX 02/2017 08/2018
University Of Tampa Tampa FL 08/2018 06/2020
Florida Atlantic University Boca Raton FL 06/2020 12/2022
Dada Delray Beach FL 06/2020 11/2022
High School Sayville NY 09/2014 06/2018
  • 11/2022 → Present
    Boca Raton, FL
  • 12/2022 → Present
    Foreside Funds Distributors Llc
    Boca Raton, FL
  • 05/2022 → 11/2022
    Allele Capital Partners
    Lauderdale By The Sea, FL
  • 06/2020 → 08/2020
    Kanen Wealth Management
    Coral Springs, FL
  • 05/2015 → 02/2017
    Value Drugs
    Sayville, NY
  • 02/2017 → 08/2018
    Unemployed
    N/A, XX
  • 08/2018 → 06/2020
    University Of Tampa
    Tampa, FL
  • 06/2020 → 12/2022
    Florida Atlantic University
    Boca Raton, FL
  • 06/2020 → 11/2022
    Dada
    Delray Beach, FL
  • 09/2014 → 06/2018
    High School
    Sayville, NY
Other Businesses

1) Polen Capital Management, LLC; Boca Raton, FL, Investment Related; Began 11/28/2022; Business Development; Senior Regional Consultant; Distribution Team - business development - sales; 160 hours per month 2) In addition to being an Investment Advisor Representative of Polen Capital Management, LLC, this associate is a Registered Representative of Foreside Funds Distributors LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Foreside Funds Distributors LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-28
  • S66 Uniform Combined State Law Examination
    2023-02-28
Other Names
  • Joshua Ojeda

View on SEC IAPD

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