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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-03-06 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
1413 Savannah Rd Ste 4, Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timothy Ohare Custom Builders Llc | Frankford | DE | 10/2020 | 05/2021 |
| Nvr | Dagsboro | DE | 04/2018 | 09/2020 |
| Mountaire Farms | Selbyville | DE | 06/2017 | 03/2018 |
| Virginia Tech | Blacksburg | VA | 08/2013 | 05/2017 |
| State Farm Investment Management Corp. | Rehoboth Beach | DE | 06/2021 | 12/2025 |
| Dakota Wealth, Llc | Lewes | DE | 03/2026 | Present |
1) Garrett Hudson Sole Proprietorship; Not investment-related; Milton, DE 19968; Create & sell excel tracker & static website tools for State Farm agents; Owner and Operator; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-17 |
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