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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 | 2018-10-17 |
| MA | RA | APPROVED | 2018-10-10 |
Branch Locations
Manchester, MA • United States
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 |
|---|---|---|---|---|
| Dakota Wealth, Llc ( Formerly Oakmont Partners, Llc) | Peabody | MA | 03/2007 | 02/2019 |
| Dakota Wealth, Llc | Danvers | MA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-08 |
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