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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

WILLIAM GILMOR COSTIN

Advisor at DAKOTA INVESTMENTS, LLC

BRYN MAWR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6a58d54d-a2bd-9753-9887-c6c9eae28adf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jun 1, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Gilmor Costin

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DAKOTA INVESTMENTS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 11, 2012
Dual registered: yes, broker-dealer
Other names: GUY COSTIN|WILLIAM GUY COSTIN|GUI COSTIN|WILLIAM GILMOR COSTIN|WILLIAM GILMOR COSTIN
IAPD individual key: 4495453

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DAKOTA INVESTMENTS, LLC	Asset manager	Feb 12, 2018	n/a	yes	BRYN MAWR, PA	Current employment

Relationships

Registered with (1)

→ DAKOTA INVESTMENTS, LLCRegistered adviserregistration: current employment
Feb 12, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a58d54d-a2bd-9753-9887-c6c9eae28adf
First observed: Jun 1, 2012
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM GILMOR COSTIN

Advisor at DAKOTA INVESTMENTS, LLC

BRYN MAWR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6a58d54d-a2bd-9753-9887-c6c9eae28adf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

DAKOTA INVESTMENTS, LLC

Asset manager

Feb 12, 2018

n/a

yes

BRYN MAWR, PA

Current employment