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Robert Glenn Pavlik

Dakota Wealth, LLC

Fairfield, CT

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
NC RA APPROVED 2021-04-29
FL RA APPROVED 2020-12-09
CT RA APPROVED 2020-11-20
  • NC RA
    APPROVED
    Since 2021-04-29
  • FL RA
    APPROVED
    Since 2020-12-09
  • CT RA
    APPROVED
    Since 2020-11-20

Branch Locations

Fairfield, CT • United States

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
Bp Wealth Management, Llc Boston MA 10/2014 12/2017
Slatestone Wealth, Llc Jupiter FL 01/2018 10/2020
Dakota Wealth, Llc Palm Beach Gardens FL 10/2020 Present
Previous Registrations
  • 2018-01-17 → 2020-11-09
    Slatestone Wealth Llc
    Fairfield, CT
    Jupiter, FL
  • 2014-12-04 → 2017-12-18
    Svb Wealth
    Fairfield, CT
  • 2011-03-02 → 2014-11-26
    Banyan Partners, Llc
    Palm Beach Gardens, FL
    New York, NY
  • 2004-09-14 → 2009-03-30
    Oaktree Asset Management, Llc
    New York, NY
  • 2002-08-07 → 2005-03-30
    Oaktree Asset Management, Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-12
S63 Uniform Securities Agent State Law Examination 1997-05-22
  • S65 Uniform Investment Adviser Law Examination
    2002-07-12
  • S63 Uniform Securities Agent State Law Examination
    1997-05-22
Other Names
  • Bob Pavlik

View on SEC IAPD

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