Dakota A. Lawrence

BLUESKYE INVESTMENT ADVISERS

ORLANDO, FL 32801

CRD#: 5255723

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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.

At a Glance

Always Fiduciary

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 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®

None

Experience

Current

June 12, 2012 - Present

BLUESKYE INVESTMENT ADVISERS, LLC

Office #1: 618 E. South St Suite 500, Orlando, FL 32801

RIA

CRD#: 161097

ORLANDO, FL

Past

September 13, 2016 - January 12, 2022

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

February 28, 2014 - June 4, 2014

WINDSOR STREET CAPITAL, LP

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.

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

CRD#: 19616

MELBOURNE, FL

Past

January 17, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

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)

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: 2/15/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/2007

General Securities Representative Examination

Current Firm

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	176
AUM (Assets Under Management)	$ 43,400,000

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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Dakota A. Lawrence

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dakota A Lawrence's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUESKYE INVESTMENT ADVISERS, LLC

GREAT POINT CAPITAL LLC

WINDSOR STREET CAPITAL, LP

INTL ADVISORY CONSULTANTS INC.

STONEX SECURITIES INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/15/2007

SIE

Date: 10/1/2018

Series 7

Date: 1/16/2007

Current Firm

BLUESKYE INVESTMENT ADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUESKYE INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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