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RIA / WealthAdvisor29 years in industry

ROBERT GLENN PAVLIK

Advisor at DAKOTA WEALTH, LLC

PALM BEACH GARDENS, FL | FAIRFIELD, CT

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Search this name across graphsid dfx:ria:8fc60f1f-cad8-7787-c141-c50aaf41e128

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 7, 2002 to Sep 14, 2026

Across DFX

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.

Facts

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

Current firm: DAKOTA WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 22, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: May 22, 1997
First registration: Aug 7, 2002
Dual registered: no
Other names: BOB PAVLIK
IAPD individual key: 1731492

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 WEALTH, LLC	Independent wealth	Nov 20, 2020	n/a	yes	FAIRFIELD, CT\|PALM BEACH GARDENS, FL	Current employment
SLATESTONE WEALTH LLC	Independent wealth	Jan 17, 2018	Nov 9, 2020	no	FAIRFIELD, CT\|JUPITER, FL	Previous registration
SVB WEALTH	Independent wealth	Dec 4, 2014	Dec 18, 2017	no	FAIRFIELD, CT	Previous registration
BANYAN PARTNERS, LLC	Former SEC adviser	Mar 2, 2011	Nov 26, 2014	no	PALM BEACH GARDENS, FL\|NEW YORK, NY	Previous registration
OAKTREE ASSET MANAGEMENT, LLC	n/a	Sep 14, 2004	Mar 30, 2009	no	NEW YORK, NY	Previous registration
OAKTREE ASSET MANAGEMENT, INC.	n/a	Aug 7, 2002	Mar 30, 2005	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SLATESTONE WEALTH LLC	DAKOTA WEALTH, LLC	Nov 9, 2020	Nov 20, 2020	11	Firm change	RIA to RIA
SVB WEALTH	SLATESTONE WEALTH LLC	Dec 18, 2017	Jan 17, 2018	30	Firm change	Other
BANYAN PARTNERS, LLC	SVB WEALTH	Nov 26, 2014	Dec 4, 2014	8	Bulk transfer	Other
OAKTREE ASSET MANAGEMENT, LLC	BANYAN PARTNERS, LLC	Mar 30, 2009	Mar 2, 2011	702	Firm change after gap	Other
OAKTREE ASSET MANAGEMENT, INC.	OAKTREE ASSET MANAGEMENT, LLC	Mar 30, 2005	Sep 14, 2004	-197	Firm change after gap	Other

Relationships

Registered with (5)

→ DAKOTA WEALTH, LLCRegistered adviserregistration: current employment
Nov 20, 2020 to presentfactForm ADV
→ SLATESTONE WEALTH LLCRegistered adviserregistration: previous registration
Jan 17, 2018 to Nov 9, 2020factForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Dec 4, 2014 to Dec 18, 2017factForm ADV
→ BANYAN PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 2, 2011 to Nov 26, 2014factForm ADV
→ OAKTREE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 14, 2004 to Mar 30, 2009factForm ADV

Dated events

No dated event names this entity yet.