| Entity Name: | DAKOTA WEALTH, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 09 Nov 2020 (Companies founded in November 2020) |
| Business ALEI: | 1365568 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 11376 N. JOG ROAD, PALM BEACH GARDENS, FL, 33418, United States |
| Mailing address: | 11376 N. JOG ROAD, PALM BEACH GARDENS, FL, United States, 33418 |
| Place of Formation: | FLORIDA |
| E-Mail: | lmetz@dakotawm.com |
| Name | Role | Business address | Mailing address | |
|---|---|---|---|---|
| Secretary of State | Agent | 165 Capitol Ave., P.O. BOX 150470, P.O. BOX 150470, Hartford, CT, 06115-0470, United States | 165 CAPITOL AVENUE, P.O. BOX 150470, HARTFORD, CT, 06115-0470, United States | KAINSWORTH@DAKOTAWM.COM |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Dakota Wealth Management, LLC | Officer | 11376 N. JOG ROAD, PALM BEACH GARDENS, FL, 33418, United States | No data |
| Leslie Metz | Officer | 11376 N. JOG ROAD, PALM BEACH GARDENS, FL, 33418, United States | 731 Tradewind Drive, North Palm Beach, FL, 33408, United States |
| PETER J. RAIMONDI | Officer | 11376 N. JOG ROAD, PALM BEACH GARDENS, FL, 33418, United States | 218 VIA PALACIO, PALM BEACH GARDENS, FL, 33418, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012380941 | 2024-02-07 | No data | Annual Report | Annual Report | No data |
| BF-0011380526 | 2023-01-30 | No data | Annual Report | Annual Report | No data |
| BF-0010385952 | 2022-03-17 | No data | Annual Report | Annual Report | 2022 |
| BF-0009802642 | 2021-08-12 | No data | Annual Report | Annual Report | No data |
| 0007014635 | 2020-11-09 | 2020-11-09 | Business Registration | Certificate of Registration | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
