Myranda J. Obara

DAKOTA WEALTH

MANCHESTER, MA

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CRD#: 1734128

Professional summary

Myranda Jane Obara, who also goes by Myranda Brady, Myranda Jane E Obara, Myranda Somers, is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Manchester, Massachusetts.

Myranda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Myranda has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Myranda Brady | Myranda Jane E Obara | Myranda Somers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1.) OAKMONT PRINCIPALS, LLC; INVESTMENT RELATED; 5 MARKET SQUARE, SUITE 105, AMESBURY, MA 01913; PRIVATE INVESTMENT; MANAGING PARTNER; START DATE 01/2008; 1 HOUR A MONTH; 0 HOURS DURING TRADING; OVERSIGHT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myranda Jane Obara's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 10, 2018 - Present

DAKOTA WEALTH, LLC

RIA

CRD#: 297987

MANCHESTER, MA

Past

April 2, 2007 - March 25, 2019

DAKOTA WEALTH, LLC

RIA

CRD#: 141137

Peabody, MA

Past

January 24, 2007 - February 26, 2007

THOMASLLOYD CAPITAL LLC

CRD#: 38784

PLEASANTVILLE, NY

Past

March 21, 2005 - February 26, 2007

HUGH JOHNSON ADVISORS LLC

RIA

CRD#: 133395

MANCHESTER, MA

Past

February 26, 2003 - February 9, 2005

FA ASSET MANAGEMENT INC.

RIA

CRD#: 110965

ALBANY, NY

Past

July 17, 1997 - February 9, 2005

GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

NEW YORK, NY

Past

May 9, 1995 - July 22, 1996

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/17/2018)

IAR

Massachusetts
(10/10/2018)

IAR

Texas
(5/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/25/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/8/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/8/1995

General Securities Representative Examination

Current Firm

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 Approved)

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Contact information

Main Address

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752

Mailing Address

Phone number

(561) 774-8101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAKOTA WEALTH FORM ADV PART 2A (10/15/2025)

Regulatory assets under management

Total Number of Accounts	9,786
AUM (Assets Under Management)	$ 6,335,261,507

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/10/2025	Cover Page	Report
09/13/2024	Cover Page	Report
11/21/2023	Cover Page	Report
01/18/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Myranda J. Obara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Myranda Jane Obara's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAKOTA WEALTH, LLC

THOMASLLOYD CAPITAL LLC

HUGH JOHNSON ADVISORS LLC

FA ASSET MANAGEMENT INC.

GLEACHER & COMPANY SECURITIES, INC.

PNC BROKERAGE CORP

Primary Firm SEC Registration

DAKOTA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2003

Series 63

Date: 6/8/1995

Series 7

Date: 5/8/1995

Current Firm

DAKOTA WEALTH, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAKOTA WEALTH, LLC

TRUST BUT VERIFY

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