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Reading the graph
Advisor at OAKWOOD CAPITAL, INC.
ST. LOUIS PARK, MN | Pasadena, CA
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 | Mar 1, 2023 | n/a | yes | ST. LOUIS PARK, MN|Pasadena, CA | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 9, 2021 | Mar 2, 2023 | no | Pasadena, CA|AUSTIN, TX|La Canada Flintridge, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | OAKWOOD CAPITAL, INC. | Mar 2, 2023 | Mar 1, 2023 | -1 | Firm change | Ibd to RIA |