Unclaimed Profile

Gregory Scott Horn

DAKOTA WEALTH, LLC·PALM BEACH GARDENS, Florida

Series 3Clean record27 years registeredDAKOTA WEALTH, LLC

11376 N. JOG ROAD, PALM BEACH GARDENS, FL 33418-1752CRD# 1186796Firm CRD# 297987

Profile Verification

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

Identity

Gregory Scott Horn · PALM BEACH GARDENS, FL

Registration

CRD #1186796 · DAKOTA WEALTH, LLC · 27 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Jun 2026 – present

PERSIMMON CAPITAL MANAGEMENT

May 2025 – present

DAKOTA WEALTH, LLC

Jul 2021 – Jul 2025

Blue Bell, PA

ALPHAHEDGE CAPITAL PARTNERS, LLC

Jul 2013 – May 2017

BLUE BELL, PA

ADVISORPORT, INC.

Jan 2000 – Jan 2006

PLYMOUTH MEETING, PA

PERSIMMON CAPITAL MANAGEMENT LP

Feb 1999 – Sep 2021

BLUE BELL, PA

Registrations & Exams

FINRA examinations passed

Series 3

Registration record

First registered · February 19, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. 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 Gregory Scott Horn offer?

Gregory Scott Horn specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Gregory Scott Horn's credentials?

Gregory Scott Horn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Scott Horn located?

Gregory Scott Horn is based in PALM BEACH GARDENS, Florida, working with DAKOTA WEALTH, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Gregory Scott Horn charge for services?

Gregory Scott Horn'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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