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Inactive

Jill Debra Rance

Dakota Wealth, LLC

Palm Beach Gardens, FL

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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
FL RA APPROVED 2018-10-17
  • FL RA
    APPROVED
    Since 2018-10-17

Branch Locations

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • 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
Boston Private Wealth Llc Palm Beach Gardens FL 10/2014 05/2018
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
  • 10/2014 → 05/2018
    Boston Private Wealth Llc
    Palm Beach Gardens, FL
  • 05/2018 → 02/2019
    Dakota Wealth, Llc (Formerly Oakmont Partners, Llc)
    Palm Beach Gardens, FL
  • 02/2019 → Present
    Dakota Wealth, Llc
    Palm Beach Gardens, FL
Previous Registrations
  • 2018-06-14 → 2019-03-25
    Dakota Wealth, Llc
    Palm Beach Gardens, FL
  • 2015-01-02 → 2018-05-23
    Svb Wealth
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
  • 2011-02-28 → 2014-11-26
    Banyan Partners, Llc
    Palm Beach Gardens, FL
  • 2007-02-09 → 2011-03-01
    15430 Endeavour Drive, Inc.
    Jupiter, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-06
S63 Uniform Securities Agent State Law Examination 1994-02-02
  • S65 Uniform Investment Adviser Law Examination
    2007-02-06
  • S63 Uniform Securities Agent State Law Examination
    1994-02-02
Other Names
  • Jill Debra Goldstein
  • Jill Rance

View on SEC IAPD

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