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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
TX RA APPROVED_RES 2021-05-19
FL RA APPROVED 2018-10-17
MA RA APPROVED 2018-10-10
  • TX RA
    APPROVED_RES
    Since 2021-05-19
  • FL RA
    APPROVED
    Since 2018-10-17
  • MA RA
    APPROVED
    Since 2018-10-10

Branch Locations

Manchester, MA • 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
Dakota Wealth, Llc ( Formerly Oakmont Partners, Llc) Peabody MA 03/2007 02/2019
Dakota Wealth, Llc Danvers MA 02/2019 Present
  • 03/2007 → 02/2019
    Dakota Wealth, Llc ( Formerly Oakmont Partners, Llc)
    Peabody, MA
  • 02/2019 → Present
    Danvers, MA
Previous Registrations
  • 2007-04-02 → 2019-03-25
    Dakota Wealth, Llc
    Palm Beach Gardens, FL
    Peabody, MA
  • 2005-03-21 → 2007-02-26
    Hugh Johnson Advisors Llc
    Albany, NY
    Manchester, MA
  • 2003-02-26 → 2005-02-09
    Fa Asset Management Inc.
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-02-25
S63 Uniform Securities Agent State Law Examination 1995-06-08
  • S65 Uniform Investment Adviser Law Examination
    2003-02-25
  • S63 Uniform Securities Agent State Law Examination
    1995-06-08
Other Names
  • Myranda Brady
  • Myranda Somers
  • Myranda Jane E Obara

View on SEC IAPD

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