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Advisor at DAKOTA WEALTH, LLC
AKRON, OH | PALM BEACH GARDENS, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DAKOTA WEALTH, LLC | Independent wealth | Jul 16, 2019 | n/a | yes | PALM BEACH GARDENS, FL|AKRON, OH | Current employment |
| DAKORE WEALTH MANAGEMENT, LLC | Former SEC adviser | Oct 1, 2020 | Feb 26, 2025 | no | PALM BEACH GARDENS, FL|Akron, OH | Previous registration |
| SPRINGSIDE PARTNERS LLC | Former SEC adviser | Mar 12, 2019 | Nov 1, 2019 | no | AKRON, OH | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Jun 28, 2017 | Apr 3, 2019 | no | CHICAGO, IL|Akron, OH | Previous registration |
| MORGAN STANLEY | Wirehouse | Jul 29, 2014 | Jun 29, 2017 | no | Chicago, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DAKORE WEALTH MANAGEMENT, LLC | n/a | Feb 26, 2025 | n/a | n/a | Departure no registered destination | Departure |
| SPRINGSIDE PARTNERS LLC | DAKOTA WEALTH, LLC | Nov 1, 2019 | Jul 16, 2019 | -108 | Firm change after gap | RIA to RIA |
| ROBERT W. BAIRD & CO. INCORPORATED | SPRINGSIDE PARTNERS LLC | Apr 3, 2019 | Mar 12, 2019 | -22 | Firm change | RIA to RIA |
| MORGAN STANLEY | ROBERT W. BAIRD & CO. INCORPORATED | Jun 29, 2017 | Jun 28, 2017 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172934:297987:OH:2019-11-01 | Nov 1, 2019 | Jul 16, 2019 | AKRON, OH | Firm change after gap |