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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_RES | 2021-05-19 |
| FL | RA | APPROVED | 2018-10-18 |
| MA | RA | APPROVED | 2018-10-10 |
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 |
|---|---|---|---|---|
| Boston Private Wealth Management, Llc | Boston | MA | 10/2014 | 05/2018 |
| Dakota Wealth Management, Llc | Palm Beach Gardens | FL | 05/2018 | Present |
| Dakota Wealth, Llc (Formerly Oakmont Partners, Llc) | Palm Beach Gardens | FL | 05/2018 | 02/2019 |
| Dakota Wealth, Llc | Palm Beach Gardens | FL | 02/2019 | Present |
| Gml Associates, Pc | Boston | MA | 01/2019 | Present |
| 3Point1, Llc | Palm Beach Gardens | FL | 04/2016 | 05/2018 |
(1.) Name of Other Business: GML Associates, PC; Not Investment Related; 400 Commonwealth Ave. Boston, MA 02215; Nature of OBA: Legal Services; Position: Attorney; Start: Jan. 1, 2019; APX Hrs./ Month: 3-5; APX Hrs./ Month During Trading Hrs: 3-5; Services provided include legal and estate planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-12 |
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