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Advisor at STEELPEAK WEALTH, LLC
Las Vegas, NV
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 |
|---|---|---|---|---|---|---|
| STEELPEAK WEALTH, LLC | Independent wealth | Aug 5, 2026 | n/a | yes | Las Vegas, NV | Current employment |
| PRIME CAPITAL FINANCIAL | Mixed wealth | Aug 12, 2025 | May 19, 2026 | no | OVERLAND PARK, KS|Reno, NV | Previous registration |
| CAPITAL ADVISORS, INC. | Former SEC adviser | Aug 4, 2022 | May 2, 2025 | no | HENDERSON, NV|TULSA, OK | Previous registration |
| SKYOAK CAPITAL, INC. | Independent wealth | Jul 7, 2020 | Jul 13, 2022 | no | LAS VEGAS, NV | Previous registration |
| SKYOAK WEALTH | Independent wealth | May 15, 2019 | Jul 1, 2020 | no | SOUTHFIELD, MI | Previous registration |
| ONE WEALTH MAP, LLC | Independent wealth | Nov 7, 2018 | May 15, 2019 | no | LAS VEGAS, NV | Previous registration |
| EDWARD JONES | National bd RIA | Dec 10, 2015 | Feb 1, 2018 | no | Henderson, NV|COWLEY, WY|ST LOUIS, MO|LAS VEGAS, NV|Henderson, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIME CAPITAL FINANCIAL | STEELPEAK WEALTH, LLC | May 19, 2026 | Aug 5, 2026 | 78 | Firm change | RIA to RIA |
| CAPITAL ADVISORS, INC. | PRIME CAPITAL FINANCIAL | May 2, 2025 | Aug 12, 2025 | 102 | Firm change | RIA to RIA |
| SKYOAK CAPITAL, INC. | CAPITAL ADVISORS, INC. | Jul 13, 2022 | Aug 4, 2022 | 22 | Firm change | RIA to RIA |
| SKYOAK WEALTH | SKYOAK CAPITAL, INC. | Jul 1, 2020 | Jul 7, 2020 | 6 | Firm change | RIA to RIA |
| ONE WEALTH MAP, LLC | SKYOAK WEALTH | May 15, 2019 | May 15, 2019 | 0 | Firm change | RIA to RIA |
| EDWARD JONES | ONE WEALTH MAP, LLC | Feb 1, 2018 | Nov 7, 2018 | 279 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299564:154248:MI:2020-07-01 | Jul 1, 2020 | Jul 7, 2020 | SOUTHFIELD, MI | Firm change |