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RIA / WealthAdvisor21 years in industry

GLENN CARRICK MCKENZIE

Advisor at MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

MECHANICSBURG, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 14, 2005 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: MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
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: Sep 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 2, 2010
First registration: Sep 14, 2005
Dual registered: no
Other names: GLENN C MCKENZIE
IAPD individual key: 4717514

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
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY	Independent wealth	May 25, 2023	n/a	yes	MECHANICSBURG, PA	Current employment
OAKMONT CAPITAL MANAGEMENT, LLC	Other adviser	Jan 9, 2014	Jan 23, 2018	no	OAKMONT, PA	Previous registration
MORGAN STANLEY	Wirehouse	Sep 3, 2010	Aug 1, 2012	no	Pittsburgh, PA\|Pittsburgh, PA\|PITTSBURGH, PA	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Sep 14, 2005	Apr 1, 2008	no	CANONSBURG, NY	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
OAKMONT CAPITAL MANAGEMENT, LLC	MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY	Jan 23, 2018	May 25, 2023	1,948	Firm change after gap	Other
MORGAN STANLEY	OAKMONT CAPITAL MANAGEMENT, LLC	Aug 1, 2012	Jan 9, 2014	526	Firm change after gap	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	MORGAN STANLEY	Apr 1, 2008	Sep 3, 2010	885	Firm change after gap	Other

Relationships

Registered with (4)

→ MIGHTY OAK STRONG AMERICA INVESTMENT COMPANYRegistered adviserregistration: current employment
May 25, 2023 to presentfactForm ADV
→ OAKMONT CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 9, 2014 to Jan 23, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 3, 2010 to Aug 1, 2012factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Sep 14, 2005 to Apr 1, 2008factForm ADV

Dated events

No dated event names this entity yet.