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Garrett Douglas Hudson

Dakota Wealth, LLC

Palm Beach Gardens, FL

Lewes, DE

CRD 7580207

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Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers
  • OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

From the firm’s Form ADV. Read the guides:

Current Employers
Dakota Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-03-06
  • DE RA
    APPROVED
    Since 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

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
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
  • 10/2020 → 05/2021
    Timothy Ohare Custom Builders Llc
    Frankford, DE
  • 04/2018 → 09/2020
    Nvr
    Dagsboro, DE
  • 06/2017 → 03/2018
    Mountaire Farms
    Selbyville, DE
  • 08/2013 → 05/2017
    Virginia Tech
    Blacksburg, VA
  • 06/2021 → 12/2025
    Rehoboth Beach, DE
  • 03/2026 → Present
    Lewes, DE
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-21
S63 Uniform Securities Agent State Law Examination 2022-09-17
  • S65 Uniform Investment Adviser Law Examination
    2023-01-21
  • S63 Uniform Securities Agent State Law Examination
    2022-09-17

View on SEC IAPD

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