Unclaimed Profile

Brenda Lourene Hood

DAKOTA WEALTH, LLC·PALM BEACH GARDENS, Florida

SIE, Series 6, Series 7, Series 24, Series 26, Series 53, Series 66Clean record23 years registeredDAKOTA WEALTH, LLC

11376 N. JOG ROAD, PALM BEACH GARDENS, FL 33418-1752CRD# 2009250Firm CRD# 297987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brenda Lourene Hood · PALM BEACH GARDENS, FL

Registration

CRD #2009250 · DAKOTA WEALTH, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DAKOTA WEALTH, LLC

DAKOTA WEALTH, LLC

Jul 2019 – Jun 2020

AKRON, OH

SPRINGSIDE PARTNERS LLC

Jan 2017 – Nov 2019

AKRON, OH

CETERA ADVISORS LLC

Oct 2013 – Oct 2018

AKRON, OH

VALMARK ADVISERS, INC.

Mar 2007 – Sep 2013

AKRON, OH

CAPITAL SECURITIES OF AMERICA, INC.

Jan 2005 – Jan 2007

HARTVILLE, OH

MULTI-FINANCIAL SECURITIES CORPORATION

Jan 2004 – Dec 2004

HUDSON, OH

VESTAX SECURITIES CORPORATION

Oct 2002 – Jan 2004

HUDSON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 53

Series 66

Registration record

First registered · October 2, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAKOTA WEALTH, LLC

CRD 297987 · SEC 801-114097

AUM

$6.1B

Regulatory assets under management

Employees

9,080 client accounts

Services offered by DAKOTA WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DAKOTA WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Brenda Lourene Hood offer?

Brenda Lourene Hood specializes in Financial Planning, Investment Management, Retirement Planning.

What are Brenda Lourene Hood's credentials?

Brenda Lourene Hood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brenda Lourene Hood located?

Brenda Lourene Hood is based in PALM BEACH GARDENS, Florida, last registered with DAKOTA WEALTH, LLC.

How does Brenda Lourene Hood charge for services?

Brenda Lourene Hood's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAKOTA WEALTH, LLC?

DAKOTA WEALTH, LLC has approximately 84 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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