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RIA / WealthAdvisorCertified Financial Planner32 years in industry

JENNIFER ANN DAVIS

Advisor at SKYOAK CAPITAL, INC.

LAS VEGAS, NV

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Search this name across graphsid dfx:ria:29e7cb23-68ca-011f-c58e-efe1401d6da0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 24, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SKYOAK CAPITAL, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 26, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 26, 1994
First registration: Feb 24, 2000
Dual registered: no
Other names: JENNIFER ANN WITTMAYER|JENNIFER A DAVIS
IAPD individual key: 2481766

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SKYOAK CAPITAL, INC.	Independent wealth	Nov 5, 2024	n/a	yes	LAS VEGAS, NV	Current employment
SKYOAK WEALTH	Independent wealth	Feb 21, 2019	Jul 1, 2020	no	SOUTHFIELD, MI	Previous registration
SKYOAK CAPITAL, INC.	Independent wealth	Jul 8, 2010	Mar 29, 2019	no	LAS VEGAS, NV	Previous registration
RESOURCE INVESTMENT ARCHITECTS, INC.	Former SEC adviser	Feb 22, 2010	Feb 17, 2011	no	n/a	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 13, 2008	Feb 22, 2010	no	PALO ALTO, CA\|EUGENE, OR\|ROGUE RIVER, OR	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 24, 2000	Jun 27, 2008	no	MENLO PARK, CA\|GRANTS PASS, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SKYOAK WEALTH	SKYOAK CAPITAL, INC.	Jul 1, 2020	Nov 5, 2024	1,588	Firm change after gap	RIA to RIA
SKYOAK CAPITAL, INC.	SKYOAK WEALTH	Mar 29, 2019	Feb 21, 2019	-36	Firm change after gap	RIA to new firm
RESOURCE INVESTMENT ARCHITECTS, INC.	SKYOAK CAPITAL, INC.	Feb 17, 2011	Jul 8, 2010	-224	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RESOURCE INVESTMENT ARCHITECTS, INC.	Feb 22, 2010	Feb 22, 2010	0	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 27, 2008	Jun 13, 2008	-14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
299564:154248:MI:2020-07-01	Jul 1, 2020	Nov 5, 2024	SOUTHFIELD, MI	Firm change after gap
154248:299564:NV:2019-03-29	Mar 29, 2019	Feb 21, 2019	LAS VEGAS, NV	Firm change after gap

Relationships

Registered with (5)

→ SKYOAK CAPITAL, INC.Registered adviserregistration: previous registration
Jul 8, 2010 to Mar 29, 2019factForm ADV
→ SKYOAK WEALTHRegistered adviserregistration: previous registration
Feb 21, 2019 to Jul 1, 2020factForm ADV
→ RESOURCE INVESTMENT ARCHITECTS, INC.Registered adviserregistration: previous registration
Feb 22, 2010 to Feb 17, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 13, 2008 to Feb 22, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 24, 2000 to Jun 27, 2008factForm ADV

Dated events

No dated event names this entity yet.