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Myranda Jane Obara

Investment Adviser Representative at Dakota Wealth, LLC

Manchester, MACRD #1734128Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Myranda Jane Obara is an investment adviser representative with Dakota Wealth, LLC in Manchester, MA, where they have been registered since 2018. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Johnson Illington Advisors LLC and FA Asset Management Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida, Massachusetts, and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Massachusetts, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/25/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 6/8/1995
Series 7
General Securities Representative Examination
Passed 5/8/1995

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Dakota Wealth, LLCCurrent
10/10/2018 – Manchester, MA
Dakota Wealth, LLC
4/2/2007 – 3/25/2019Peabody, MA
Johnson Illington Advisors LLC
3/21/2005 – 2/26/2007Manchester, MA
FA Asset Management Inc.
2/26/2003 – 2/9/2005Albany, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Dakota Wealth, LLC ( Formerly Oakmont Partners, LLC)
    Mar 2007 – Feb 2019Peabody, MA
  2. Dakota Wealth, LLC
    Feb 2019 – no end date reportedDanvers, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Dakota Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
61
Offices listed on AdvisorFinder:
17
Main office:
Palm Beach Gardens, FL
SEC file number:
801-114097

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 11, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Myranda Jane Obara has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Myranda Jane Obara (Dakota Wealth) - Fees & Credentials