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RIA / WealthAdvisor17 years in industry

RYAN PAUL THOMSEN

Advisor at FIRST OAK WEALTH MANAGEMENT, LLC

RALEIGH, NC

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Search this name across graphsid dfx:ria:74bec1e2-b3e1-739e-8d45-2930cd681ed8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 10, 2010 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: FIRST OAK WEALTH MANAGEMENT, LLC
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: Dec 19, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 19, 2008
First registration: Aug 10, 2010
Dual registered: no
Other names: RYAN THOMSEN|RYAN P THOMSEN
IAPD individual key: 5438732

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
FIRST OAK WEALTH MANAGEMENT, LLC	Independent wealth	May 3, 2017	n/a	yes	RALEIGH, NC	Current employment
HAYDEN ROYAL	Former SEC adviser	Mar 31, 2017	May 3, 2017	no	Raleigh, NC\|CHARLOTTE, NC	Previous registration
OAK CITY INVESTMENT CONSULTING	Institutional manager	May 27, 2015	Apr 3, 2017	no	WAKE FOREST, NC	Previous registration
EDWARD JONES	National bd RIA	Aug 10, 2010	May 26, 2015	no	RALEIGH, NC\|ST LOUIS, MO\|DURHAM, NC\|DURHAM, NC	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
HAYDEN ROYAL	FIRST OAK WEALTH MANAGEMENT, LLC	May 3, 2017	May 3, 2017	0	Firm change	Other
OAK CITY INVESTMENT CONSULTING	HAYDEN ROYAL	Apr 3, 2017	Mar 31, 2017	-3	Firm change	Other
EDWARD JONES	OAK CITY INVESTMENT CONSULTING	May 26, 2015	May 27, 2015	1	Firm change	Other

Relationships

Registered with (4)

→ FIRST OAK WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 3, 2017 to presentfactForm ADV
→ HAYDEN ROYALRegistered adviserregistration: previous registration
Mar 31, 2017 to May 3, 2017factForm ADV
→ OAK CITY INVESTMENT CONSULTINGRegistered adviserregistration: previous registration
May 27, 2015 to Apr 3, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 10, 2010 to May 26, 2015factForm ADV

Dated events

No dated event names this entity yet.