DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at DAKOTA WEALTH, LLC
BILLINGS, MT | 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 | Jun 30, 2022 | n/a | yes | BILLINGS, MT|PALM BEACH GARDENS, FL | Current employment |
| LOVELESS WEALTH MANAGEMENT, LLC | Former SEC adviser | Apr 19, 2016 | Jul 28, 2022 | no | Billings, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LOVELESS WEALTH MANAGEMENT, LLC | DAKOTA WEALTH, LLC | Jul 28, 2022 | Jun 30, 2022 | -28 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110024:297987:MT:2022-07-28 | Jul 28, 2022 | Jun 30, 2022 | BILLINGS, MT | Firm change |