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.

Current firm

OAK CITY INVESTMENT CONSULTING

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Apr 22, 2016

Dual registered

no

Other names

Daniel Ward

IAPD individual key

6627521

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1f0b5bea-3a5b-e089-c619-8acdc4a5ee12

First observed

Jun 1, 2006

Last observed

Sep 14, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.