Joshua T. Crossman

DAKOTA WEALTH

Palm Beach Gardens, FL 33418-1752

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CRD#: 2633781

Professional summary

Joshua Thomas Crossman is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Palm Beach Gardens, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Joshua has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Thomas Crossman'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

August 22, 2022 - Present

DAKOTA WEALTH, LLC

Office #1: 11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752

RIA

CRD#: 297987

Palm Beach Gardens, FL

Past

March 11, 2022 - August 26, 2022

SHARP FINANCIAL

RIA

CRD#: 289325

JUPITER, FL

Past

June 21, 2017 - February 25, 2022

SVB WEALTH

RIA

CRD#: 172832

PALM BEACH GARDENS, FL

Past

October 26, 2015 - April 5, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PALM BEACH GARDENS, FL

Past

October 26, 2015 - April 5, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PALM BEACH GARDENS, FL

Past

March 27, 2015 - November 12, 2015

BARCLAYS CAPITAL INC.

RIA

CRD#: 19714

PALM BEACH, FL

Past

October 6, 2014 - November 12, 2015

BARCLAYS CAPITAL INC.

CRD#: 19714

PALM BEACH, FL

Past

June 17, 2014 - October 10, 2014

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WEST PALM BEACH, FL

Past

August 3, 2010 - May 22, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

PALM BEACH, FL

Past

February 1, 2001 - January 19, 2006

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

BOSTON, MA

Past

January 25, 2001 - January 19, 2006

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

April 3, 1998 - January 11, 2001

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

April 24, 1996 - October 16, 1997

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

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
(8/22/2022)

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 66

Date: 3/24/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/16/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/2/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/10/1995

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Joshua T. Crossman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Thomas Crossman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHARP FINANCIAL

SVB WEALTH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES LLC

NATIONAL FINANCIAL SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

DAKOTA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/24/2015

Series 63

Date: 8/16/2010

SIE

Date: 4/5/2017

Series 7

Date: 8/2/2010

Series 6

Date: 8/10/1995

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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