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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-15 |
| VA | RA | APPROVED | 2022-02-15 |
Branch Locations
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
7275 Glen Forest Drive Suite 206, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pineno & Levin Asset Management Inc | Richmond | VA | 09/1994 | 02/2022 |
| Dakota Wealth Management, Llc | Richmond | VA | 01/2022 | Present |
KEY REAL ESTATE PARTNERS, INC., NOT INVESTMENT RELATED, 3819 PLAZA DRIVE, FAIRFAX, VA, REAL ESTATE AUCTION BUSINESS, DIRECTOR AND TREASURER SINCE 1999, VARIED HOURS- NONE DURING SECURITIES TRADING HOURS, FINANCIAL AND ACCOUNTING OVERSIGHT AND GENERAL BOARD RESPONSIBILITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-06 |
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