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Advisor at OAKMONT CAPITAL MANAGEMENT, LLC
OAKMONT, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OAKMONT CAPITAL MANAGEMENT, LLC | Other adviser | May 4, 2009 | n/a | yes | OAKMONT, PA | Current employment |
| NETWORTH INVESTMENT ADVISORS, INC. | n/a | Apr 7, 2005 | May 1, 2009 | no | WEXFORD, PA | Previous registration |
| MONEY CONCEPTS ADVISORY SERVICE | Bd affiliated wealth | Oct 23, 2003 | Dec 19, 2003 | no | GIBSONIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NETWORTH INVESTMENT ADVISORS, INC. | OAKMONT CAPITAL MANAGEMENT, LLC | May 1, 2009 | May 4, 2009 | 3 | Firm change | Other |
| MONEY CONCEPTS ADVISORY SERVICE | NETWORTH INVESTMENT ADVISORS, INC. | Dec 19, 2003 | Apr 7, 2005 | 475 | Firm change after gap | Other |