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Advisor at OAKWOOD CAPITAL, INC.
Fargo, ND | ST. LOUIS PARK, MN
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 |
|---|---|---|---|---|---|---|
| OAKWOOD CAPITAL, INC. | Independent wealth | Jun 14, 2016 | n/a | yes | ST. LOUIS PARK, MN|Fargo, ND | Current employment |
| OAKWOOD CAPITAL, INC. | Independent wealth | Jun 14, 2016 | Dec 31, 2020 | no | ST. LOUIS PARK, MN | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Aug 3, 2010 | Oct 11, 2011 | no | FARGO, ND|FARGO, ND|OAKDALE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES, INC. | OAKWOOD CAPITAL, INC. | Oct 11, 2011 | Jun 14, 2016 | 1,708 | Firm change after gap | Other |