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1825 Nw Corporate Blvd. Suite 300, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-22 |
Branch Locations
1825 Nw Corporate Blvd Ste 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-28 |
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