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Inactive

Donald Steven Loveless

Dakota Wealth, LLC

Palm Beach Gardens, FL

Billings, MT

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Current Employers
Dakota Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2022-07-27
TX RA APPROVED 2022-06-30
  • MT RA
    APPROVED
    Since 2022-07-27
  • TX RA
    APPROVED
    Since 2022-06-30

Branch Locations

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

2615 St Johns Ave Suite A, Billings, MT 59102 • 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
Loveless Wealth Mgmt Llc. Billings MT 06/1987 06/2022
Dakota Wealth, Llc Billings MT 06/2022 Present
  • 06/1987 → 06/2022
    Loveless Wealth Mgmt Llc.
    Billings, MT
  • 06/2022 → Present
    Dakota Wealth, Llc
    Billings, MT
Previous Registrations
  • 2011-02-03 → 2022-07-28
    Loveless Wealth Management, Llc
    Billings, MT
    Billings, MT
    Billings, MT
    Billings, MT
    Billings, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-14
S63 Uniform Securities Agent State Law Examination 1983-07-12
  • S65 Uniform Investment Adviser Law Examination
    1994-10-14
  • S63 Uniform Securities Agent State Law Examination
    1983-07-12
Designations
Other Names
  • Don S Loveless
  • Don Loveless

View on SEC IAPD

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