Best Investors Account Sign in
Current Employers
Polen Capital Management, Llc

1825 Nw Corporate Blvd. Suite 300, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-15
  • FL RA
    APPROVED
    Since 2024-10-15

Branch Locations

1825 Nw Corporate Blvd. Suite 300, Boca Raton, FL 33431 • 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
Valic Financial Advisors Boca Raton FL 04/2019 09/2021
Kovack Securities, Inc. Fort Lauderdale FL 05/2018 08/2018
Arch Masonry Pittsburgh PA 05/2017 08/2017
Florida Atlantic University Boca Raton FL 08/2017 05/2018
Florida Atlantic University Boca Raton FL 08/2018 05/2019
Florida Atlantic University Boca Raton FL 08/2016 05/2017
Valic Financial Advisors, Inc. Boca Raton FL 09/2021 09/2024
Agia Houston TX 12/2022 09/2024
Polen Capital Management, Llc Boca Raton FL 09/2024 Present
Foreside Funds Distributrors Llc Boca Raton FL 10/2024 Present
  • 04/2019 → 09/2021
    Valic Financial Advisors
    Boca Raton, FL
  • 05/2018 → 08/2018
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 05/2017 → 08/2017
    Arch Masonry
    Pittsburgh, PA
  • 08/2017 → 05/2018
    Florida Atlantic University
    Boca Raton, FL
  • 08/2018 → 05/2019
    Florida Atlantic University
    Boca Raton, FL
  • 08/2016 → 05/2017
    Florida Atlantic University
    Boca Raton, FL
  • 09/2021 → 09/2024
    Boca Raton, FL
  • 12/2022 → 09/2024
    Agia
    Houston, TX
  • 09/2024 → Present
    Boca Raton, FL
  • 10/2024 → Present
    Foreside Funds Distributrors Llc
    Boca Raton, FL
Previous Registrations
Other Businesses

(1). Polen Capital Management, LLC; Investment Related; Boca Raton, FL; Portfolio Management and Distribution; Regional Consultant; Start Date 9/23/2024; 160 Hrs Per Month; Help Relationship Managers tend to existing business relationships and create new business relationships. (2). IN ADDITION TO BEING AN INVESTMENT ADVISOR REPRESENTATIVE OF POLEN CAPITAL MANAGMENT, LLC, THIS ASSOCIATE IS A REGISTERED REPRESENTATIVE OF FORESIDE FUNDS DISTRIBUTORS LLC, AN UNAFFILIATED BROKER DEALER. THE ASSOCIATE IS A REGISTERED REPRESENTATIVE FOR PURPOSES OF FORESIDE FUNDS DISTRIBUTORS LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-19
  • S66 Uniform Combined State Law Examination
    2021-08-19
Other Names
  • Logan S Blackwood

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boca Raton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor