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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-15 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindenwold Advisors, Inc. | Reading | PA | 04/2020 | Present |
| Bb&T Institutional Advisers | Wyomissing | PA | 04/2016 | 03/2020 |
| Dakota Wealth, Llc | Reading | PA | 12/2025 | Present |
1) On a temporary and transitional basis, Mr. King will be dually registered as an investment advisor representative with Dakota Wealth, LLC and Lindenwold Advisors, Inc.. Dakota Wealth, LLC and Lindenwold Advisors, Inc. are not affiliated entities. 2) Historic Highfield Hall and Gardens; Investment-related; 56 Highfield Dr, Falmouth, MA. 02540; Charitable Organization; Treasurer; 6/1/2023; 3 hours per month; 0 during trading hours; Treasurer and chair of finance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-29 |
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