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RIA / WealthAdvisor42 years in industry

PETER JOHN RAIMONDI

Advisor at DAKOTA WEALTH, LLC

PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:ace64243-09ed-ddda-258e-fde392e4fc3b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 1
Observed: Apr 21, 1994 to Sep 14, 2026

Across DFX

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

Venture Capitalidentity

Peter John Raimondi

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 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: Jul 12, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Exams: S63
First exam: Jul 12, 1984
First registration: Apr 21, 1994
Dual registered: no
Other names: PETER JOHN RAIMONDI
IAPD individual key: 1264256

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	Oct 10, 2018	n/a	yes	PALM BEACH GARDENS, FL	Current employment
DAKOTA WEALTH, LLC	Former SEC adviser	Jun 12, 2018	Mar 25, 2019	no	PALM BEACH GARDENS, FL	Previous registration
SVB WEALTH	Independent wealth	Jan 27, 2015	May 6, 2016	no	PALM BEACH GARDENS, FL	Previous registration
BANYAN PARTNERS, LLC	Former SEC adviser	Jun 11, 2009	Nov 26, 2014	no	PALM BEACH GARDENS, FL	Previous registration
WESCOTT FINANCIAL ADVISORY GROUP LLC	Independent wealth	Dec 19, 2007	Feb 5, 2008	no	PALM BEACH GARDENS, FL	Previous registration
SHARK CAPITAL MANAGEMENT, LLC	n/a	Jun 15, 2005	Jul 28, 2006	no	BOSTON, MA	Previous registration
THE COLONY GROUP, LLC	n/a	Apr 21, 1994	Jul 28, 2006	no	BOSTON, MA	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
DAKOTA WEALTH, LLC	DAKOTA WEALTH, LLC	Mar 25, 2019	Oct 10, 2018	-166	Channel change	RIA to RIA
SVB WEALTH	DAKOTA WEALTH, LLC	May 6, 2016	Jun 12, 2018	767	Firm change after gap	Other
BANYAN PARTNERS, LLC	SVB WEALTH	Nov 26, 2014	Jan 27, 2015	62	Bulk transfer	Other
WESCOTT FINANCIAL ADVISORY GROUP LLC	BANYAN PARTNERS, LLC	Feb 5, 2008	Jun 11, 2009	492	Firm change after gap	Other
THE COLONY GROUP, LLC	SHARK CAPITAL MANAGEMENT, LLC	Jul 28, 2006	Jun 15, 2005	-408	Firm change after gap	Other
SHARK CAPITAL MANAGEMENT, LLC	WESCOTT FINANCIAL ADVISORY GROUP LLC	Jul 28, 2006	Dec 19, 2007	509	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
141137:297987:FL:2019-03-25	Mar 25, 2019	Oct 10, 2018	PALM BEACH GARDENS, FL	Firm change after gap

Relationships

Registered with (7)

→ DAKOTA WEALTH, LLCRegistered adviserregistration: current employment
Oct 10, 2018 to presentfactForm ADV
→ DAKOTA WEALTH, LLCRegistered adviserregistration: previous registration
Jun 12, 2018 to Mar 25, 2019factForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Jan 27, 2015 to May 6, 2016factForm ADV
→ BANYAN PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 11, 2009 to Nov 26, 2014factForm ADV
→ WESCOTT FINANCIAL ADVISORY GROUP LLCRegistered adviserregistration: previous registration
Dec 19, 2007 to Feb 5, 2008factForm ADV
→ THE COLONY GROUP, LLCRegistered adviserregistration: previous registration
Apr 21, 1994 to Jul 28, 2006factForm ADV
→ SHARK CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 15, 2005 to Jul 28, 2006factForm ADV

Dated events

No dated event names this entity yet.