DL
Dakota A. Lawrence
BLUESKYE INVESTMENT ADVISERS
Orlando, FL 32801
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CRD#: 5255723
DL
Professional summary
Dakota A Lawrence is a registered financial advisor currently at BLUESKYE INVESTMENT ADVISERS, LLC located in Orlando, Florida.
Dakota is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Dakota has worked at 7 firms and has passed the Series 66, SIE and Series 7 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.
BLUESKYE INVESTMENT ADVISERS, LLC (INVESTMENT RELATED BUSINESS, 907 E. STRAWBRIDGE AVE., SUITE 101, MELBOURNE, FL. 32901. THIS IS A REGISTERED INVESTMENT ADVISER WITH THE STATE OF FLORIDA. I STARTED IN JULY, 2012 AS THE CHIEF EXECUTIVE OFFICER AND SENIOR PORTFOLIO MANAGER. ADDITIONALLY, I AM A FOUNDING PARTNER. I DEVOTE APPROXIMATELY 120HRS/MONTH TO MY RESPONSIBILITIES AT BLUESKYE, WHICH ALSO INCLUDES MY DUTIES AS PRESIDENT OF BLUESKYE INSURANCE ADVISORS, AN INSURANCE AGENCY, AND PRESIDENT OF BLUESKYNTX, LLC, A SOFTWARE DEVELOPMENT COMPANY.
LAUNCHPAD 40 CAPITAL ADVISORS, LLC (INVESTMENT RELATED BUSINESS, STARTED 07/2013), 907 E. STRAWBRIDGE AVE., SUITE 101A, MELBOURNE, FL 32901. I PARTICIPATE AS A MANAGER AND HOLD A POSITION ON THE INVESTMENT MANAGEMENT COMMITTEE. LP40 IS A SMALL VENTURE CAPITAL FUND THAT FOCUSES ON SEED STAGE START-UP COMPANIES IN THE TECHNOLOGY SPACE THAT ARE DOMICILED IN BREVARD COUNTY, FL. I COMMIT APPROXIMATELY 4 HRS/MONTH TO RESPONSIBILITIES AT LP40.
SOLID SESSION, LLC (NON-INVESTMENT RELATED, STARTED 03/2012)907 E. STRAWBRIDGE AVE, SUITE 102, MELBOURNE, FL 32901. I AM THE MANAGER AND CEO OF SOLID SESSION. THIS IS A PROJECT BASED COMPANY AND IS CURRENTLY ENGAGED IN PRODUCING WORK-FLOW MANAGEMENT SOFTWARE FOR THE REAL ESTATE PROPERTY MANAGEMENT INDUSTRY. APPROXIMATELY, 20 HRS./ MONTH IS COMMITTED TO MY RESPONSIBILITIES AT SOLID SESSION.
CRS (Client Relationship Summary) - RIA
Click below to view Dakota A Lawrence's 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®
NoneExperience
Current
June 12, 2012 - Present
BLUESKYE INVESTMENT ADVISERS, LLC
Office #1: 618 E. South St Suite 500, Orlando, FL 32801RIA
CRD#: 161097
Orlando, FL
Past
September 13, 2016 - January 12, 2022
GREAT POINT CAPITAL LLC
BD
CRD#: 114203
CHICAGO, IL
Past
February 28, 2014 - June 4, 2014
WINDSOR STREET CAPITAL, LP
BD
CRD#: 34171
NEW YORK, NY
Past
October 27, 2010 - March 19, 2012
INTL ADVISORY CONSULTANTS INC.
RIA
CRD#: 130888
MELBOURNE, FL
Past
July 21, 2010 - March 19, 2012
STONEX SECURITIES INC.
BD
CRD#: 18456
MELBOURNE, FL
Past
April 4, 2008 - July 22, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MELBOURNE, FL
Past
January 1, 2008 - July 22, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MELBOURNE, FL
Past
January 17, 2007 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. PETERS, MO
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(6/12/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BI
BLUESKYE INVESTMENT ADVISERS, LLC
BLUESKYE INVESTMENT ADVISERS, LLC | LAWRENCE, DAKOTA A WOODLAND | D.W. LAWRENCE & CO.
CRD#: 161097 / SEC#:
Florida
Registered Investment Advisory firm - (6/12/2012 Approved)Illinois
Registered Investment Advisory firm - (12/7/2020 Terminated)Michigan
Registered Investment Advisory firm - (3/18/2020 Terminated)Virginia
Registered Investment Advisory firm - (3/31/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
618 E. South St Suite 500, Orlando, FL 32801
Mailing Address
Phone number
(321) 266-4360
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 43,400,000 |
Red Flags
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Company Information
BLUESKYE INVESTMENT ADVISERS, LLC
CRD#: 161097Orlando, FL 32801TRUST BUT VERIFY
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